Tax-Free in Retirement
Schedule
Wed Sep 29 2021 at 06:00 pm to 07:30 pm
Location
North Branford Intermediate School | Branford, CT
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Taxes have been a concern for many Americans for decades now. With rising deficits, debt on the federal, state and municipality level where does that leave the taxpayer? As we head towards retirement most Americans have squirreled away a fair amount of assets “tax-deferred”. At this educational workshop you will learn how taxes can change the outcome of your retirement. We will discuss current tax law, potential changes to tax law and strategies to get to as close to “tax-free” in retirement as you can. Samples of retirement analysis and strategies to transition to a more favored tax position with your savings and “tax-free” legacy concepts to consider. David Weyner (Senior Planning & Wealth Preservation, Investment Advisor, LTC Partnership certification, CT & NY). Following 20 years as a senior corporate executive, since 2012 Mr. Weyner has worked with the Connecticut community with various financial and insurance planning needs.CLASS DATE
September 29 from 6:00 - 7:30 PM
HOW TO REGISTER
Call the Shoreline Adult Education office at (203) 488-5693 or visit bit.ly/ShorelineFinancial
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Where is it happening?
North Branford Intermediate School, 654 Foxon Rd, North Branford, CT 06471, Branford, United StatesEvent Location & Nearby Stays:
