Broker Check
30 Sept
Changing World of Retirement Planning

Organizer

Changing World of Retirement Planning marie@daviswealth.net

Presenter

Jared Davis

Description

YOU WILL DISCOVER HOW TO:
• Evaluate the impact of the 2018 tax law changes on
your retirement
• Determine if you have enough money for retirement
• 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
• Reduce, or eliminate unwanted expenses
or delays with estate planning
• Understand if your portfolio is
truly “diversified”
• Avoid the three basic “pitfalls” of
retirement distribution planning

Date and Time

September 30, 2019 - October 7, 2019

6:30p - 9:30p MST

1303 E. Central Dr.
Meridian , ID 83642
View on Map Event Website
P7DT3H
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