The Good, the Bad, and the Fine Print: A Retirement Dinner in Mentor, OH

8658 Mentor Avenue,Mentor OH 44060

27 September, 2022

Description

WHY THIS CLASS MATTERS Inflation is at a 40-yr high. Learn 3 actionable items you must take now to avoid the erosion of your assets.Understand what the new tax law may mean for you! Who wins? Who loses?Identify the 3 most important steps to take NOW before the next bear market hits.Potentially pay far fewer taxes on your retirement income.Turn existing IRAs into tax-free accounts.How will America’s debt & deficit likely impact your retirement?Learn the advantage of tax planning rather than tax preparation.Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an informational program that deals with the facts…the good, the bad, and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions. Meal options are Prime Rib, Chicken Marsala and Veal Parmigiana.