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11/14/2019 at 6:00 pm - 8:00 pm

Mount Vernon Government Center, Room 3
2511 Parkers Lane
Alexandria, VA 22306

Mount Vernon Government – Room 3
Alexandria, VA



This Course is offered FREE of Charge, but Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone – call 703-440-7313  (lines open 24/7)


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

We’ll answer the following questions – and more

  • How to establish retirement goals & objectives based on your risk tolerance
  • Identifying the IRA Ticking Time Bomb
  • How Social Security plays a major role in your income planning 
  • How to optimize your asset allocation to minimize risk of loss 
  • How to use banking strategies to become your own banker 
  • How to use current IRS tax codes to create a tax-free retirement 


Reserve Your Spot

Bookings are closed for this event.

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