We are pleased to be one of the featured presenters at an upcoming educational event — The 2016 Financial Expo.
This event is geared towards individuals close to retirement and looking at planning for that next step in life. Scheduled for October 1, the course is free, you just need to sign up!
We will be discussing various topics, such as:
- The importance of having the proper legal documents in place
- Planning for taxes at retirement
- Investment planning so you have income through all of retirement
- Banking options that might help during the transition to and through retirement
Just call 877-450-4513, ext 72273 to reserve your spot today. Space is limited and advance registration is required.
More information is on the flyer. Please share this with your friends and family or anyone you think would like to learn more about tax planning strategies for retirees. Hope to see you there!