IS YOUR RETIREMENT PLAN READY?

Meet the CPAs and retirement planners of Grace Tax Advisory Group for a discussion on how to prepare your finances for the upcoming decade. Seating for our events is quite limited, and reservations are required to attend, so please register today to reserve a seat for you and a guest.

A lot of concern has been expressed recently about the possibility of inflation and future tax increases. Now, more than ever is the time to get a second opinion on your finances and learn about the different options that can possibly help you position yourself correctly for today’s economy.

Important Topics to be discussed include:

With the national debt now over $20 trillion, taxes will inevitably rise. Your IRAs and 401(k) plans are prime targets! Learn ways to defend yourself.

The #1 Mistake most Americans are making with their retirement accounts – don’t be one of them.

• WHY NOW is the time to develop a retirement strategy designed to withstand the effects of inflation and a market downturn.
• HOW could new tax laws impact your retirement?
• HIDDEN FEES – Are they eating up a bigger chunk of your retirement plan than you think?
• PROTECT your retirement – What steps you can take to help secure your retirement assets.
• MUCH of the total market returns have resulted from one area… Is your portfolio maximizing it?
• LEARN how to give yourself a Raise in Retirement.

Due to the popularity of this workshop, reservations will be taken on a first-call basis and seating is limited for the comfort of our guests. Preferential seating for first-time attendees of our events. This event is designed to provide financial education for individuals ages 50 through 75, who are currently retired or nearing retirement. Preferential seating for first-time attendees.