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Retirement Planning Event

April 9 @ 5:00 pm - 6:00 pm

FREE

Retirement Planning is more complicated today!

Learn the latest strategies to help minimize taxes and maximize your life savings, income, IRA’s, and Social Security benefits.

  • Tax Smart Planning – learn how to structure your accounts to help keep more of what you have earned.
  • IRA’s / 401k’s / Roth IRA’s / Social Security – where to start, when to elect, and how to navigate the confusion.
  • Volatility – will you be prepared when the next crash happens? Do you have risk management practices in place?
  • Learn how to keep your IRA’s from taxing your Social Security.
  • Are you a planner or an investor? Understand the important difference.
  • Understand how to keep your Social Security benefits from being over taxed!

 

Spouses are highly encouraged to attend! Seating is limited – please visit ___ to reserve your seat today!

Details

Date:
April 9
Time:
5:00 pm - 6:00 pm
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Oliver Asset Management
Phone:
3034857509
Website:
1729 Terry Street

Venue

Oliver Asset Management
1729 Terry Street
Longmont, CO 80501
+ Google Map
Phone:
3034857509
Website:
www.oliverassetmanagement.com