- This event has passed.
Retirement Planning Event
December 13, 2018 @ 5:30 pm - 6:30 pmFREE
Many people cost themselves thousands of dollars in excess taxes and fees due to inefficient planning. We encourage you to attend this event to ensure you have all of your bases covered.
We assure you this educational presentation will be different!
- 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 importance difference.
- Understand how to keep your Social Security benefits from being over taxed?
Seating is limited! To register, please call (800) 679-3507.
- Oliver Asset Management
- 1729 Terry Street
- Trout Haven Resorts
800 Moraine Avenue
Estes Park, 80517 United States + Google Map