12
Oct
How Tax Planning Changes Through Four Stages of Retirement
Description
Join us for an informative seminar focused on essential retirement planning strategies. Discover how to:
- Assess your after-tax retirement savings
- Navigate Social Security and Medicare "tax traps"
- Optimize your asset allocation for tax efficiency
- Organize your assets for your family’s benefit through effective estate planning
Refreshments will be provided. Don't miss this opportunity to prepare for a secure and financially sound retirement! RSVP today to save a seat.
Date and Time
Sat, Oct 12, 2024
11:00a - 12:00p EST
Location
Meyera E. Oberndorf Central Library
4100 Virginia Beach Blvd
Virginia Beach
23452