You’re invited to join us for a presentation of the Found Money: Tax Reform Seminar. You may be impacted by the Tax Cuts and Jobs Act of 2017. Are you educated on how you can benefit from these changes today and in retirement?
It’s not what you make, it’s what you keep
At the seminar, we will discuss:
Do you know how to truly benefit from the Tax Cuts and Jobs Act of 2017?
Has anyone proactively educated you on tax reform and how to take advantage of it in your retirement strategy?
Are your taxes a tool for recording history or shaping your future?
Do you understand how this change may affect Social Security?
Do you have a strategy to increase retirement income, reduce risk and help minimize taxes?