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3 Keys to a Successful Retirement Webinar

Date:

February 11, 2021

Time:

6:30 pm - 8:00 pm

Location:

Zoom

Retiring Soon?
55 years or older?
Do you know your 401(k) and pension options?

 

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 card

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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.