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  • Financial Workshop Feb 16

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    jaclynrevis
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    This financial workshop will cover the top 5 mistakes retirees make and how to avoid them. It will discuss recent tax law changes and how they may impact attendees. Attendees will learn about doubling the estate tax exemption and how to protect retirement savings from market fluctuations. The workshop will provide information on investing in gold, the differences between probate and estate taxes, mutual funds and bonds, protecting assets without losing returns, taxes on social security, and how to maximize IRA savings without mistakes.

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    FinancialWorkshopFeb16

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    This financial workshop will cover the top 5 mistakes retirees make and how to avoid them. It will discuss recent tax law changes and how they may impact attendees. Attendees will learn about doubling the estate tax exemption and how to protect retirement savings from market fluctuations. The workshop will provide information on investing in gold, the differences between probate and estate taxes, mutual funds and bonds, protecting assets without losing returns, taxes on social security, and how to maximize IRA savings without mistakes.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    36 views1 page

    Financial Workshop Feb 16

    Uploaded by

    jaclynrevis
    This financial workshop will cover the top 5 mistakes retirees make and how to avoid them. It will discuss recent tax law changes and how they may impact attendees. Attendees will learn about doubling the estate tax exemption and how to protect retirement savings from market fluctuations. The workshop will provide information on investing in gold, the differences between probate and estate taxes, mutual funds and bonds, protecting assets without losing returns, taxes on social security, and how to maximize IRA savings without mistakes.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    FINANCIAL WORKSHOP

    Come learn the “TOP 5 MISTAKES” Sun City Anthem MR!!


    Free Lunch!!
    retirees make and how you can avoid them!

    WHEN WAS YOUR LAST


    FINANCIAL CHECK-UP??
    The tax laws have changed….what are the changes and how
    will they impact you?
    Have you taken advantage of the DOUBLE estate tax exemption?
    Where is the market headed and how can you protect your “nest
    egg”?
    Come join us for an informative, educational workshop where we will
    answer these questions and cover the following topics:
    GOLD: What you need to know about investing in gold.
    PROBATE vs. ESTATE TAX: What is the difference and what can you
    do to prepare.
    MUTUAL FUNDS & BONDS: The simple facts you need to know to
    avoid fees & risks.
    AVOID THE NEXT DOWNTURN: How you can protect your assets
    without giving up returns
    TAXES: What steps can I take to avoid taxes on my Social Security?
    How will the recent tax changes impact me?
    IRA’s: How to maximize your retirement savings and avoid costly
    mistakes.
    ....and other important topics.

    Date: Feb. 16, 2011 10:30-12:00pm


    Location: Card Room
    Please sign-up at the Activity board or call to reserve your spot.
    R.S.V.P. 1-800-967-3197

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