Dinner Seminar: “TAX SMART Retirement Planning” Thurs. Nov. 12th @ Flemings Steak House in Richmond, VA
PLEASE NOTE: The enrollment form MUST be Completed fully and include a telephone number where you can be reached for confirmation of this registration. If the form is incomplete, your registration will not be honored and you will not be added to the guest list for the event. This seminar is for Qualified Guests Only. We reserve the right to revoke this invitation/registration at our discretion. Thank you!
Location: Flemings Steak House
9200 Stoney Point Parkway, Suite 131
Richmond, VA 23235
Seminar Discussion Highlights will Include:
- How to create at TAX-Free income retirement from your current 401k/403b/IRA or using non-IRA money.
- Ways to protect depletion of your assets from potential long-term care & rising healthcare costs.
- Ways to lesson your future tax burden of RMD’s (age 72) now.
- How to transfer assets and create a legacy tax efficiently.
- BONUS TOPIC: The Secure Act – How it just created a potential time bomb for your heirs.
Host: Equity 1 Inc Financial Solutions