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5764 Sunnybrook Drive Sioux City, IA 51106

(712) 224-4651
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03 Feb
Taxes in Retirement Seminar - Thursday, February 25, 2021 11:00AM

Description

Thursday, February 25, 2021
11:00am - 12:30pm
Stoney Creek Hotel & Conference Center
Lewis & Clark Room
300 3rd St
Sioux City, IA 51101
During this event, 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
If you haven't attended this workshop now is the time!
RSVP today 712-224-4651 or email cari@efs4u.com

Date and Time

Wed, Feb 03, 2021

9:00a - 10:00a CST

Location

Stoney Creek Hotel & Conference Center

300 3rd St
Sioux City , IA 51106

Note

This seminar is being held in the Lewis & Clark Room.

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