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


EFS Group Wealth Management

(712) 224-4651


Taxes in Retirement - April 14, 2021 11:00AM

Taxes in Retirement - April 14, 2021 11:00AM

Wednesday, April 14, 2021

11:00a - 12:30p PST

Open Space

Open Space

6212 S Pinnacle Pl
Sioux Falls, SD 57108
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Masks are expected to be worn at this event and social distancing will limit the number of seats available.


During this event, Marc Geels, CFP®, BFA™ or Dana Baldridge, RICP®, 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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