Dates: 1/27/22 and 2/3/22 6:30 pm-9:30 pm
2/1/22 and 2/8/22 6:30 pm-9:30 pm
* Evaluate the impacts of the latest tax laws changes in 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 Roth Conversion.
*Maximize Social Security Income.
*Reduce, or eliminate unwanted expenses or delays with estate planning.
*Understand of your portfolio is truly "diversified."
*Avoid the 3 basic "pitfalls" of retirement distribution planning.
Date and Time
January 27, 2022 - February 8, 2022
6:30p - 9:30p MST