20 April
Tax Planning and Your Retirement Workshop- CANCELLED


This Presentation will educate our attendees on recent provisions in the Tax Cuts and Jobs Act, the SECURE Act, and the CARES Act. The presentation will also explain the importance of taking advantage of new rules before they expire, how taxes affect Social Security benefits and Medicare premiums, and strategies to help manage tax liability in retirement.

Date and Time

Tue, Apr 20, 2021

6:00p - 7:30p CST


North Hills Country Club

N73W13430 Appleton Ave
Menomonee Falls , WI 53051


This Group event has been cancelled but we invite you to contact our office to set up an appointment that is convenient for you. The seminar information and workbook will be presented and discussed with you by our Advisors who were hosting the event. We apologize for the inconvenience.

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