Location:
11505 Browning Road
Evansville,
IN
47725
United States
Directions
Date:
August 13
Time:
6:00 pm - 7:30 pm
You are cordially invited to an educational dinner event for area residents who are retired or planning to retire soon. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary meal immediately after the presentation.
DURING THIS INFORMATIONAL EVENT YOU WILL LEARN:
- Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
- The common mistakes you can make when doing an IRA rollover before or after retirement.
- Is a Roth IRA conversion right for you?
- Learn about the IRA tax trap and how to potentially avoid it.
- The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard‑earned money!)
- How to help protect yourself from future market drops.
- Explore tax strategies that may protect your beneficiaries and could help ensure you don’t run out of money.
To register fill out the form below and we will call you to confirm your spot shortly!