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Changing World of Retirement Planning




Changing World of Retirement Planning

Saturday, August 17, 2019

9:00a - 2:00p MST

West Ada School District Training Center (Lochsa Room)

West Ada School District Training Center (Lochsa Room)

1303 E Central Drive
Meridian, ID 83642
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2019-08-17T09:00:00.0000000
2019-08-17T14:00:00.0000000
PT5H

Organizer:

SOFA USA

Presenter:

Jared Davis

You will discover how to understand:
New Tax Law Changes
Determine if you have enough money for retirement.
Protect your assets in a rising tax rate environment
Use the 3 basic types of retirement accounts to maximize cash flow in retirement
Evaluate the benefits of a Roth Conversion
Maximize Social Security Income
Protect your portfolio against stock market loss during retirement

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