The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?
Join us at the Magnolia Pancake Haus for an educational lunch workshop covering Taxes in Retirement (including the NEW tax changes) on Tuesday, April 9, from 11:30 am - 1:30 pm. Complimentary lunch will be served. Arrival time is 11:15 am to place your lunch order, otherwise you are not guaranteed a meal. (Only a few spots left)
Join Hanna Wealth Advisors for a complimentary retirement-focused educational presentation, "Taxes in Retirement," followed by lunch! Jim Hanna, CEO & Founder of Hanna Wealth Advisors, will lead an engaging presentation and conversation about what you should know to retire with confidence in today's uncertain world.
Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.
Your paycheck may have stopped, but taxes won't. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.
This event is intended for people between 59 and 72 years old, who are retired or retiring within 2 years. The concepts discussed in this course are most suitable for those with retirement assets of at least $250,000 or more.
This event is reserved for first-time attendees. If you have attended an event presented by Hanna Wealth Advisors within the last year, please refrain from registering to allow others the opportunity to learn. The host reserves the right to refuse attendance. Your seat is not reserved until your registration is confirmed over the phone with Hanna Wealth Advisors at (210) 641-5000. You are also welcome to call their office to confirm.
If you would like more information on how taxes impact your retirement income sources, this workshop is for you.