Retirement Planning Class for 2019 & Beyond: For Retirees & People Nearing...

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Interstate Plaza Building

16600 Sprague Road

Lower Level Conference Center

Middleburg Heights, Ohio 44130

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For Retirees & People Nearing Retirement: If you are concerned about your long term financial future, the impact of rising health care costs, taxes, inflation, market/economic uncertainty and when you can afford to retire or what you can spend in retirement, then attend this free strictly educational class. Topics include:

  • Steps & Strategies to take before and during retirement for long term financial stablity
  • Common Retirement Rules you should consider breakign and how they are misused and misunderstood
  • The biggest & most common financial disruptors that can be devastating to yoru retirement years
  • Minimizing the tax impact of taxes in retirement, Understanding the opportunities and traps in the complicated tax code & updates on tax law changes
  • Factors to consider in determining what you can really spend- underspending vs overspending
  • How decisions you make today impact your future tax & financial years

Only pre-registed guests admitted and seating is limited. All attendees receive a free workbook. For question or to register call (440) 239-2090 or email kwaddell@tept.com.

You will receive a confirmation with directions when you register. If not please contact our office.

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Date and Time

Location

Interstate Plaza Building

16600 Sprague Road

Lower Level Conference Center

Middleburg Heights, Ohio 44130

View Map

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