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5764 Sunnybrook Drive Sioux City, IA 51106
5024 Bur Oak Place Suite 106
Sioux Falls, SD 57108

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EFS Group Wealth Management

(712) 224-4651

 

Taxes in Retirement 567 Workshop




Taxes in Retirement 567 Workshop

Tuesday, February 19, 2019

11:00a - 12:30p CST

Briar Cliff University

Briar Cliff University

3303 Rebecca Street
Sioux City, IA 51104
View on Map Website
2019-02-19T11:00:00.0000000
2019-02-19T12:30:00.0000000
PT1H30M

Organizer:

EFS Group WEalth Management cari@efs4u.com

Presenter:

Marc Geels, CFP®, BFA™

During this event, Marc Geels, CFP®, BFA™will offer advice and techniques to those retired, or near retirement.
In addition to the Tax Changes, we will cover a variety of topics, including
  • How to overcome the 5 biggest obstacles to a successful retirement
  • Shifting from accumulation to income and preservation of assets
  • Hidden fees inside of your mutual funds and 401k accounts
  • Pensions and Social Security – when and how to claim
  • Financially and mentally preparing for retirement

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