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Upcoming Events

Covid-19 and Market Update with Guidance on What to Consider and a Discussion on the 5 Risks of Retirement 

Covid 19 and Market Update

 We will discuss impacts of Covid 19 on the markets and what to consider.

We will also discuss the following:

Tax law changes in IRA distributions, New long term care solutions, Discussing the 5 risks of retirement  longevity, point in time, portfolio design, inflation and health care costs.

Other topics include; changes to social security rules; favorable tax treatment of company stock in retirement plans and how to potentially create tax free income in retirement.

Wednesday, April 28, 2020      6:30pm

Covid 19 market update and risks of retirement
Tue, Apr 28, 2020 6:30 PM - 7:30 PM (EDT)

Please join my meeting from your computer, tablet or smartphone.

https://global.gotomeeting.com/join/613609597

You can also dial in using your phone.
(For supported devices, tap a one-touch number below to join instantly.)

United States: +1 (872) 240-3311
- One-touch: tel:+18722403311,,613609597#

Access Code: 613-609-597