Tax Advantaged Planning: TVBMC0418

Event Phone: 833-803-4513

Price Qty
Attendee + Workbook

This ticket is required and must be purchased.

$18.00 (USD)  / bundle 
Guest + Extra Workbook $9.00 (USD)  
Guest and no Extra Workbook $0.00 (USD)  

  • April 18, 2019
    6:30 pm - 8:30 pm

Instructor

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.

Thursday
April 18th
6:30pm-8:30pm

(SEE DIRECTIONS BELOW)

From Great America Parkway take Mission College Blvd to Mission College. When inside, follow Mission College Blvd to the RIGHT, the 1st parking lot is Parking Lot “A”, you have to get your Parking Ticket in Lot “B” and then Park in Lot “A”. The tickets are $3 for parking at the machines (Very Strick Enforcement).

After getting your parking ticket from Lot “B” go to and park in Lot “A” close to (but NOT in the 40 min parking area up front). Walk LEFT past the Library towards the building to your LEFT this is the Student Engagement Center. The class is on the 2nd floor, room SEC 205 in the middle of the 2nd floor. See map.

Elevators on the 1st floor of the Student Engagement Center are at the end of each hallway. 1st one is next to the bathrooms in the main Welcome Center 2nd is behind KJ’s Coffee in the Common Area.

Venue:  

Address:
3000 Mission College Blvd, Santa Clara, California, 95054

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