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Taxes In Retirement Workshop - Lake Norman Chamber of Commerce

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Lake Norman Chamber of Commerce

19900 West Catawba Avenue

Randy Marion Conference Room

Cornelius, NC 28031

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Why you should attend this seminar:

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at Lake Norman Chamber of Commerce for an informational seminar covering Taxes In Retirement on Thursday, February 21 from 11:00 AM-12:30 PM or Thursday, February 21 from 2:00-3:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

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Date and Time

Location

Lake Norman Chamber of Commerce

19900 West Catawba Avenue

Randy Marion Conference Room

Cornelius, NC 28031

View Map

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