Retirement U Seminar and Complimentary Meal in West Chester, PA

125 W Market St,West Chester PA 19382

10 June, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Lunch or Dinner will be provided. Join us for an informative and engaging retirement workshop complete with Complimentary Dinner. This event will provide you with much needed information to help you understand and make informed decisions about retirement taxation, income sources, RMD planning and more. If you are retiring or already retired, this seminar is critical for you. What You Will Learn:• Why taxes may be one of your biggest expenses in retirement and why now is the time to address them. • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them. • How required minimum distributions may increase your tax liability. • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed. • How might rising taxes impact your cash flow throughout your retirement years? • Learn about strategies that may allow you to protect your retirement assets against volatile market conditions. • What is the SECURE Act of 2020 and how could it effect your retirement? • The Tax Cuts and Jobs Act - how it may affect you and your retirement. Who Should Attend?• Those concerned about our financial markets and future tax liabilities. • Baby Boomers looking for guidance based on recent academic research. • Individuals and couples between the ages of 56 and 73. • Investors looking for new perspectives or ideas. Why Now?• It’s a good idea to address taxes while they are at historically low rates. • Global market instability and record national debt necessitates action. • Recent research indicates a different approach to retirement planning could be beneficial. • You only get one shot at retirement. Make it count. As a Principal of Evergreen Cost Savings and CEO of Ambrose Wealth Management, Tom’s focus has been advising business owners, executives, and their companies on the best ways to reduce business and personal costs, expenses, and taxes resulting in significant savings for their businesses and family. He also helps business owners manage, protect, and distribute their assets "tax-efficiently" into retirement and beyond. Having a team of experienced expert relationships in cost reduction, tax reduction and reimbursement strategies has proven to be instrumental in the success of Tom's business and practice for over 40 years. Tom's responsibility is new business development and like his colleague identify qualified professionals to recruit and train to expand our stable of advisory partners nationwide. Tom has always followed the saying when advising and helping his clients and advisor partners … “ It’s not what you make its how much you keep!”