Attend This Workshop And Learn:
- The advantages and disadvantages of Wills and Living Trusts.
- Why everyone needs an Estate Plan if they own a home and have assets.
- How powers of attorney work and what you need to know to protect you and your family.
- What financial strategy to use to help minimize your federal & state income taxes on your IRA, 401(k) or other retirement plans.
- Investment strategies in a volatile market.
- How to plan to avoid outliving your income during retirement and live your dreams.
- Should you be reallocating your assets?
- How will the tax reform bill impact your assets, IRA’s and 401(k)s?