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Enjoy a complimentary seasonal autumn lunch and hot cider bar while you learn.
What We Will Cover:
The Shift: Transitioning smoothly from the accumulation phase to the distribution phase.
Tax-Smart Withdrawals: Strategies to minimize taxes so you keep more of what you've grown.
Sustainable Income: Designing a distribution plan that ensures your wealth lasts as long as you do.
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Event venue
The L Offices, 1880 E River Rd, Tucson, AZ 85718-5889, United States
Tickets
Concerts, fests, parties, meetups — all the happenings, one place.