This Baby Boomer Retirement Course is a sequence of 2 consecutive sessions designed for those in the early stages of retirement or those about to retire.
We've all heard that "Knowledge is Power." Being well-informed on key issues such as the impact of taxation in retirement planning could prove to be the foundation of an abundant retirement.
Recently passed by Congress, The Tax Cuts and Jobs Act that took effect January 1, 2018 contains some of the most sweeping changes the tax code has seen in over 30 years. With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement. It's all about what you KEEP!
The recent “Tax Cuts and Jobs Act of 2017” will enable retirees to build incredible tax free wealth – IF you understand the rules. In this workshop we will address:
- Practical steps to draw money from your IRA tax free
- The “big secret” Wall Street doesn’t want you to understand and use
- How you can do a better job at investing and fire your broker
- Protect your estate against the “predators”
YOU WILL RECEIVE:
We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning. The cost to attend this course includes all course materials. The items you will receive are:
- Baby Boomer Retirement Course Workbook to follow along in class
- Practical Case Examples and Supplements
- Sample Tax Reduction Report
Please click the Register Now button to register for this course. On the next page you can select the dates you wish to attend and pay the course tuition fee.
Your course presenters are Philip W. Guske and Barbara A. Lane of Pathfinder Wealth Management, Inc. Investment advisory services offered through Pathfinder Wealth Management, Inc., a Registered Investment Advisory firm.
Northern Illinois University - Rockford Conference Center8500 East State Street
Rockford, Illinois 61108
For questions, please call 815-316-1852