february, 2019

wed27feb5:00 pmFinancial & Tax Strategies for Retirees5:00 pm

Event Details

Join us for an absolutely free seminar held by a certified CPA.

Financial and Tax Strategies for Retirees

– Qualified Charitable Distribution: How to make tax-free withdrawals from your IRA
– Medicare/Medicaid Planning: Tools to protect your assets
– Estate Planning: Avoid probate
– Veteran’s Financial Aid: Forgotten VA benefits
– Plus, other relevant topics for those near or in retirement


(Wednesday) 5:00 pm