April Felicaino

Surviving Retirement

48 48 people viewed this event.

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.

To register for this event email your details to april@felicianofinancial.com

Register using webmail: Gmail / AOL / Yahoo / Outlook

 

Date And Time

06-08-2023 @ 06:00 PM to
06-08-2023 @ 08:30 PM
 

Registration End Date

06-07-2023
 

Event Types

 

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