Tax Advantaged Planning: TTSVACEC0219

Event Phone: 833-387-1515

Price Qty
Attendee + Workbook

This ticket is required and must be purchased.

$18.00 (USD)  / bundle 
Guest + Extra Workbook $6.00 (USD)  
Guest and no Extra Workbook $0.00 (USD)  

  • February 19, 2019
    6:00 pm - 8:00 pm

Instructor

  • Thomas Swan
    My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists. I am a full service financial advisor specializing in Retirement Income Planning. I have two conveniently located offices in Ventura and Westlake Village.

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.

Tuesday
February 19th
6:00pm-8:00pm

Venue:  

Address:
5200 Valentine Road, Ventura, California, 93003, United States

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