Pre-Retirement Seminar -
Taxes in Retirement

Join First Wealth Financial Group as their team discusses strategic tax consulting, avoiding the most common retirement planning & income mistakes for those in or nearing retirement, and different strategies to generate income in a low interest rate environment.

First Wealth will also educate participants on converting to a Roth IRA, along with strategies to allocate assets before & after retirement to maximize your returns. 

Finally, First Wealth will offer insight on addressing your retirement plan distribution options, how to compare your paycheck to your retirement paycheck, how to potentially increase returns and reduce risk, and how to calculate how long your money will last. 

Venue:
Clinton Area Chamber of Commerce Meeting Room
721 S. 2nd St. Clinton, IA 52732
Driving Directions

Date: 
2/6/2020

Time:
5:30 - 7:00 PM

Register Now!