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Retirement Planning Seminar

Attend
Wednesday, January 20th at 6PM
or
Thursday, January 21st at 6PM

RSVP

Subtle Strategies.

Clear Solutions.

Lifelong Guidance. 

Salt Lake Community College (Building 1, Room 220)

9750 S. 300 W. Sandy UT 84070

No cost to attend

Limited seats available

Social distancing will be observed

QUESTIONS ABOUT RETIREMENT PLANNING?
ASK A CPA.

Our Presenters:

10 REASONS YOU SHOULD ATTEND THIS COMPLIMENTARY SEMINAR

Learn ways to protect your estate from long-term care expenses

Lessen the chance that you outlive your retirement income due to taxes or inflation

Learn how to avoid being forced to sell your assets or surrender your money to Medicaid

Learn how to receive long-term care benefits while remaining in your own home

Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement

Learn how to avoid being taxed on your social security benefits

Discover the pitfalls of probate and the steps you can take to avoid it

Learn why a living trust may be more effective than a regular will, and why you may need one

Learn when you should not put your children on your bank accounts and property titles

Learn about best practices to investing and alternatives to the stock market

RSVP Here

Submit the form below. We will reach out to confirm your reservation.

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How did you hear about our seminars?

FriendGoogleFacebookPurser & Associates (CPA Firm)Wamsley & Associates (Attorneys)Pearson Butler (Attorneys)Hanby & Associates Insurance Agency Inc.The Cottonwood Heights JournalThe Draper JournalThe Herriman JournalThe Holladay JournalThe Midvale JournalThe Millcreek JournalThe Murray JournalThe Riverton JournalThe Salt Lake JournalThe Sandy JournalThe South Jordan JournalThe Sugar House JournalThe Taylorsville JournalThe West Jordan JournalThe West Valley JournalOther

Which night will you be attending?

Wednesday, January 20th, from 6 - 7:30PMThursday, January 21st, from 6 - 7:30PM

Are you bringing anyone to attend the seminar with you? If yes, include their name and their relationship to you.

Comments, Questions, or Messages for Seminar Staff

Which of these topics most interest you?

1) Learn how to protect your estate from long-term care expenses 2) Lessen the chance that you outlive your retirement income due to tax inflation 3) Learn how to avoid being forced to sell your assets or surrender your money to Medicaid 4) Learn how to receive long-term care benefits while remaining in your own home 5) Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement 6) Learn how to avoid being taxed on your social security benefits 7) Discover the pitfalls of probate and the steps you can take to avoid it 8) Learn why a living trust may be more effective for you than a regular will, and why you may need one 9) Learn when you should not put your children on your bank accounts and property titles 10) Learn about best practices to investing and alternatives to the stock market

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• (801) 272-4357
• 5296 S. Commerce Dr. Ste. 101, Murray UT 84107
• [email protected]
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