Lunchtime Retirement Seminar

3401 Eagle Drive,Casper WY 82604

25 May, 2022

Description

Building Your Retirement Income Plan With retirement within sight, now’s the time to figure out how to turn your savings and investments into a paycheck – so you can live comfortably and still achieve your goals. For many, the challenge is easier said than done, and comes alongside fears of spending too much now and not having enough later, or the worry of denying yourself if you don’t spend enough. In this lunchtime seminar, we will discuss how to help design your retirement income strategy to maximize income and minimize taxes. This class covers social security, Medicare, portfolio construction and tax planning strategies for people who want to retire on time and stay retired. FUTURE TOPICS IN THE SERIES INCLUDE: Maximizing Social Security and Planning for Taxes in RetirementPlanning for Healthcare in RetirementLunch will be served at 11:30am. Seminar begins promptly at noon, ending at 1:00pm. UNABLE TO ATTEND IN PERSON? Please call 307.635.6644 or email [email protected] to receive a web link invite for the meeting. FEATURED SPEAKER Jess Ryan, CFP®, AIF® | CERTIFIED FINANCIAL PLANNER™ Accredited Investment Fiduciary® The Compass Wealth Group