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  • Retirement Planning Program

    University of Evansville - Schroeder Building - Classroom 173 1800 Lincoln Avenue, Evansville, IN, United States

    General Retirement, Social Security and Retirement Income in a Tax Efficient Manner Why isn't anyone talking about how to convert my retirement accounts into retirement income? If the thought of retirement seems more intimidating than exciting, you're not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps…

  • Big Beautiful Bill & Taxes Impact on Retirement Dinner

    Rolling Hills Country Club 1666 Old Plank Rd, Newburgh, IN, United States

    WHAT THE BIG BEAUTIFUL BILL MEANS FOR YOUR RETIREMENT! Join us for this unique and important dinner event where you will learn: • The One, Big Beautiful Bill Act: Are…

  • Quarter 1 Recap & Market Outlook Breakfast

    Nellie's North 6600 N First Ave, Evansville, IN, United States

    The first quarter of 2026 is almost in the books, but there is still a lot of planning left for the year. Taxes have been and continue to be on…

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