Retirement & Wealth Preservation

Retirement & Wealth Preservation

When:
September 18, 2019 @ 6:00 pm – 8:30 pm
2019-09-18T18:00:00-06:00
2019-09-18T20:30:00-06:00
Where:
Dixie State University, Stephen & Marcia Wade Alumni House
684 East 500 South Saint George
Utah 84770
Cost:
Free
Contact:
Jordan Lindsay
435-673-6350
WORKSHOP TOPICS
• How to put all the pieces of your retirement puzzle together to accomplish your retirement goals
• Learn about the impacts and opportunities of the new tax law
• How to design and protect your future retirement income system
• How to optimize your Social Security income benefits and reduce tax costs on Social Security, investments and IRA distributions
• How to maintain control and protect your family assets through proper estate planning
• Learn how to reduce taxes and take advantage of tax reduction strategies through proper tax diversification
• How to prepare for the potential high cost of long term care needs, and how to keep your assets from being depleted

 

WHO SHOULD ATTEND
The workshop material is designed for those currently
retired or near retirement and who are serious about
gaining current money management knowledge. This
workshop provides information you can use today
to improve your financial well-being. The material is
equally relevant for single people and couples.

 

Workshop Schedule

Wednesday, September 18th at 6:00p.m – 8:30p.m

 

Location:

Dixie State University, Stephen and Marcia Wade Alumni House
684 East 500 South
St. George, UT 84770

 

Course Code: DUGVUP

 

 

 

Jordan
jordan@staterawealth.com


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