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Recover Your Retirement – First Session (Online)

January 31, 2023 @ 6:30 pm - 9:00 pm UTC+0

This is an online course.

Learn 15 tax mitigation strategies to keep more of what you earn, save and invest, freshly updated for anticipated political and tax law changes. Register or more info at www.Nest-Ed.com/retire

Section 1: How much is enough?

Section 2: Tax Mitigation

Section 3: Lifestyle Planning

Section 4: Retirement Account Contributions & Distributions

Section 5: Rollovers and Beneficiaries

Section 6: Effective and Efficient Estate Planning

Section 7: Pensions, Social Security and Retirement Income Sources

Section 8: Investment Strategies

Section 9: Asset Protection & Longevity Planning

Section 10: Pulling It All Together

The second session for this course will be February 7.

Instructors:

David Witter

Kellen Williams

Details

Date:
January 31, 2023
Time:
6:30 pm - 9:00 pm UTC+0
Event Category:

Venue

Zoom
Register for Details
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