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Orono Activities Center

Topic: Taxes, Inflation, and Retirement Planning

795 Old Crystal Bay Rd N, Orono, MN 55356

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Wednesday, April 29 @ 6:30 – 8:00 pm

OPEN

No Charge to Attend.
Seating is limited, so sign up today!

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HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT

Market downturn, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at the Orono Activities Center for an educational workshop covering Taxes, Inflation, and Retirement Planning (including how to deal with the current market environment) on Wednesday, April 29, from 6:30 – 8:00 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.

It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to potentially maximize your retirement income, in this current environment, this workshop is for you.

Presented by: 
Jack Waletich, CPA, PFS™, CFP®, MAcc”

Attend This Workshop And Learn:

  • How to reduce or eliminate retirement and estate taxes
  • ​​Financial strategies that could increase your retirement income and last a lifetime
  • ​​How to deal with the current market volatility and inflation
  • ​​How to structure your retirement savings so you never have to worry about running out of money
  • ​​​Common misconceptions about retirement planning
  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy

Note: This event is hosted by Income Planning Group, LLC Wealth Management www.incomeplanninggroup.com. Investment advisory services are offered through Kure Advisory, LLC, a registered investment adviser. Kure Advisory does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.

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