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Date/Time:
11/19/2019 at 6:00 pm - 7:30 pm

Location:
John C. Hart Memorial Library
1130 E. Main Street
Shrub Oak, NY 10588


John C. Hart Memorial Library

LIVE A TAX-FREE RETIREMENT
COURSE CODE: TRAJCH1119

 

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.

Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at  914-402-744   (lines open 24/7)


LIVE A TAX-FREE RETIREMENT

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion, you will know how to properly allocate your assets, accurately devise a plan for Tax-Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.

What You Will Learn:

  • How to establish retirement goals and objectives based on your risk tolerance 
  • Identifying the IRA Ticking Time Bomb 
  • How to optimize your asset allocation to minimize risk of loss 
  • When paying off your mortgage early might be a bad idea 
  • How to use banking strategies to become your own banker
  • How to use current IRS tax codes to create a tax-free retirement
  • How to generate predictable and reliable income for life

Reserve Your Spot

Sorry, this event is fully booked. To add your name to a waiting list, please call the telephone number shown on your invitation mailer. If there is a course code for this class on the invitation mailer, please have that information handy when you call.




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