Tax Advantaged Planning

Date/Time
Tue, October 8th
6:00 pm CDT - 8:30 pm CDT

Location
Ventura County Office Of Education

Categories


CLICK HERE TO REGISTER

The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family.

This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy.

A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with an emphasis on the tax code changes. Both retirees and pre-retirees will benefit from attending this class.

Learn what you need to know about the 2019 tax year changes. The time to be prepared is now.

CLICK HERE TO REGISTER

Tuesday
October 8th
6:00pm-8:30pm

(Camarillo Room)

Comments are closed.