Complimentary Planning in Retirement Workshop

12 Robert Drive,Easton MA 02375

04 May, 2023

Description

Bank of Easton is pleased to host this informative workshop that will offer you strategies, tools and options to consider specifically designed for tax control. Topics You Need to Know Include: • Typical Withdrawal Strategies • Tax Filing Strategies • Income Funnels • Social Security • Tax Legislation By attending this workshop, you will have seized on a great opportunity to learn about taxes and how they will affect your retirement income streams. And because you attended you will have a reserved seat for future financial workshops. When: Thursday, May 4th, 6:00 pm – 7:30 pm Where: Bank of Easton, 12 Robert Drive, South Easton, MA 02375 Cost: FREE 20 PERSON LIMIT – BOOK EARLY! Presented By: Stephen Dellelo, Certified Financial Fiduciary ChFC, CLU, MSFS, RICP Light refreshments will be provided.