Broker Check
03 April
3 Smart Moves to Reduce Taxes in Retirement

Description

The number one fear of many retirees is running out of money.  In this course, you will learn the fundamental principles of financial planning in retirement that can help you retire with the lifestyle you desire.  We will discuss the follow and MORE:  

  • Market Volatility or Opportunity?  Assessing potential risks and uncovering new investment opportunities.
  • Retirement Planning Revitisted:  Ensuring your retirement strategy aligns with post-election economic trends.
  • New Policies, New Opportunities:  Discovering industries poised for growth and tax-saving opportunities after the election.
  • Protecting Your Estate and Legacy:  Staying informed on how changing laws could affect your estate plan and wealth transfer.
  • The Importance of Staying Proactive:  Understanding why updating your financial plan now is more important than ever.

Date and Time

Thu, Apr 03, 2025

11:30a - 12:30p CST

Location

Bellaire City Library

5111 Jessamine Street
Bellaire , TX 77401
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PT1H

Event Registration

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