Retirement Planning Seminar

Dates: January, TBA

Subtle Strategies. Clear Solutions. Lifelong Guidance. 

Salt Lake Community College

9750 S. 300 W. Sandy UT 84070

Free to attend

Limited seats available

Social distancing will be observed

10 REASONS YOU SHOULD ATTEND THIS FREE SEMINAR

Learn how to protect your estate from long-term care expenses

Lessen the chance that you outlive your retirement income due to taxes or inflation

Learn how to avoid being forced to sell your assets or surrender your money to Medicaid

Learn how to receive long-term care benefits while remaining in your own home

Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement

Learn how to avoid being taxed on your social security benefits

Discover the pitfalls of probate and the steps you can take to avoid it

Learn why a living trust may be more effective than a regular will, and why you may need one

Learn when you should not put your children on your bank accounts and property titles

Learn about best practices to investing and safe alternatives to the stock market

COMFORTABLE RETIREMENT.
SIMPLIFIED.

Robert J. Beck, CPA
Monica Sonnier, CFA
Elliot P. Smith, JD, CPA

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.