Seminar: Lunch-n-Learn with SMART Tax-Free Retirement
Taxes, Income & Retirement • Learn how to plan a retirement that benefits YOU – not the IRS. • Stop saving with outdated rules. • Is your savings approach aligned with today’s tax and market realities? Seminar topic highlights: • Why taxes may be the biggest retirement risk you haven’t planned for • How to identify (and eliminate) your 3 biggest retirement risks • Key indicators that your retirement approach may be outdated • Why today’s market requires specialized planning to meet your retirement goals • The difference between tax-deferred and tax-free saving – and how to know which one is right for you. • Attend and receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities.