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Taxes in Retirement Workshop




Taxes in Retirement Workshop

Thursday, November 14, 2019

11:00a - 12:30p CST

Sergeant Bluff City Hall Council Chambers

Sergeant Bluff City Hall Council Chambers

401 4th Street
Sergeant Bluff, IA 51054
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2019-11-14T12:30:00.0000000
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Organizer:

cari@efs4u.com

Presenter:

Marc Geels, Wealth Manager

Thursday, November 14, 2018
11:00am - 12:30pm
Sergeant Bluff City Hall Council Chambers
401 4th Street
Sergeant Bluff, IA 51054
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
If you haven't attended this workshop now is the time!
RSVP today 712-224-4651

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