Changing World of Retirement Planning | March 18 & 25, 2020, 6:30 PM, La Salle University, Newton PA.
Learn how to shield your assets from rising taxes and develop strategies to maximize Social Security. Find out if you’ll have enough money to retire, and how to avoid the three pitfalls of retirement distributions. Evaluate if a Roth Conversion is right for you. We’ll help you understand if your portfolio is truly diversified, and will discuss planning techniques for incapacity due to illness or injury. There is no cost for this two night, 6 hour class. Contact us at NewtownYardley@planwithadvice.com or (215) 310-9440 for more information.
Date and Time
Wed, Mar 18, 2020
6:30p - 9:30p EST