05
May
Taxes in Retirement - May 5, 2021
Description
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
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
Date and Time
Wed, May 05, 2021
11:00a - 12:30p PST
Location
Open Space
6212 S Pinnacle Pl
Sioux Falls ,
SD
57108
Note
Masks are expected to be worn at this event and social distancing will limit the number of seats available.