You will learn the following topics in easy to understand terms:
- Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
- The new SECURE Act 2.0 – learn how this legislation could potentially impact your retirement.
- How America’s debt and deficit may potentially impact your retirement.
- Wills vs. trusts and how to avoid probate.
- How to help preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.
- Learn to take advantage now of a 2-4 year tax window.
Don’t miss this event if you have an IRA, 401(k), 403(b), TSP, or other investment accounts and you are retired or planning to retire.
Organizer
April Felicaino
Marketing and Events Coordinator
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Venue
Mexican Spirit | Texas Life
7212 Old Jacksonville
Tyler, TX 75703
