February 11, 2021
6:30 pm - 8:00 pm
Zoom
Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Join us for an educational presentation for retirees and soon to be retirees. We’ll help explain (in plain English) the IRA rules and tax-savings strategies, along with common costly mistakes that can be avoided – if you know what you’re looking for. Join us on Zoom for an informational presentation! Since we can’t get together in person we will send you a $50 gift card for dinner on us!* *1 per household. Must stay on webinar to receive gift cardRetiring Soon?
55 years or older?
Do you know your 401(k) and pension options?
Register For This Event
"*" indicates required fields
A representative from our office will be in touch to confirm your reservation.
Feel free to contact us at 801-465-6990 if you have any questions about this event.