Two Big Risks in Retirement—One Smart Plan | Workshop

Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care

Retirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face – rising taxes and long-term care costs – and how a coordinated strategy can help you manage both.

Led by , of Transamerica Agency Network, the session will cover tax-efficient withdrawal strategies, long-term care (LTC) funding options, and the benefits of coordinating financial, health, and estate planning.

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Venue | Alchemy CoWorking: 2459 Wilkinson Blvd, Charlotte, NC 28208

Parking | Free parking is available throughout the Dyestuff Building’s lot!

Food & Drinks | Grab dinner in Westover Hills before joining us:

• Ilios Crafted Greek
• Pinky’s Westside Grill
• Que Fresa Taqueria + Bar
• Streetcar Bar + Bites
• Tyber Creek Pub

Arrival | Join us on the third floor of the Dyestuff Building. Please check your email for the code to the Dyestuff Building.

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Host or Publisher Network Charlotte