Upcoming Classes

Dinner Workshop: Taxes in Retirement

When you retire, you leave behind many things – the daily grind, commuting, maybe your old home – but one thing you keep is a tax bill.

Since each person’s tax situation is unique and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Our presentation is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions about your planning.

Advanced Discussion Topics:

  • Taxes in Retirement – What’s changed, what still matters, and how to help lower your tax burden.
  • Presidential Administration & Tax Law – Potential impacts on your retirement.
  • Roth Conversions & IRA Strategies – How planning ahead could affect your legacy, Social Security, and Medicare.
  • Tax-Efficient Planning – Possibly reduce or eliminate taxes in retirement; tax strategies when selling your business.

FIND OUT IF THIS EVENT IS RIGHT FOR YOU

Dates:

Thursday, February 19th or
Tuesday, February 24th
6:30 p.m.

Fleming’s Prime Steakhouse
1855 S Lindbergh Blvd.
St. Louis, MO 63131

START HERE

Dinner Workshop: Taxes in Retirement

When you retire, you leave behind many things – the daily grind, commuting, maybe your old home – but one thing you keep is a tax bill.

Since each person’s tax situation is unique and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Our presentation is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions about your planning.

Advanced Discussion Topics:

  • Taxes in Retirement – What’s changed, what still matters, and how to help lower your tax burden.
  • Presidential Administration & Tax Law – Potential impacts on your retirement.
  • Roth Conversions & IRA Strategies – How planning ahead could affect your legacy, Social Security, and Medicare.
  • Tax-Efficient Planning – Possibly reduce or eliminate taxes in retirement; tax strategies when selling your business.

FIND OUT IF THIS EVENT IS RIGHT FOR YOU

Dates:

Tuesday, March 10th or
Thursday, March 12th
6:30 p.m.

Stone Summit
17 Cliff View Drive
Wentzville, MO 63385

START HERE