Event Phone: 833-773-2214
- January 29, 2019
6:30 pm - 8:30 pm
Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.
The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family.
This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy.
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. Both retirees and pre-retirees will benefit from attending this class.
Learn what you need to know about the 2019 tax year changes. The time to be prepared is now.
(Main Building – Room 103M)
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