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Complimentary Gourmet Dinner & Presentation
January 28, 2020 @ 6:00 pm - 8:00 pm
You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics:
- Should I keep my 401(k), 403(b), or employer sponsored plan?
- How can I reduce taxes on my IRA distributions?
- What are the social security rules I should be aware of?
- Are there other options to the high cost of long-term care coverage?
- What strategies will help me reduce taxes now and in the future?
- How can I make it through retirement comfortably, even in a volatile market?
- Is my retirement plan headed in the right direction?