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We are excited to invite you to a special Lunch & Learn event hosted by Fullerton Financial Planning!About this Event
Tax Strategies for Retirement Lunch & Learn
Date: September 26th, 2024
Time: 12:00 pm
Location: Fullerton Financial Planning Tempe Office
Address: 600 E. Rio Salado Pkwy., Suite 102, Tempe, AZ 85281
Join us for an engaging and informative Lunch & Learn where we’ll explore essential tax strategies for retirement. Whether you’re nearing retirement or already enjoying your golden years, understanding how to optimize your tax situation can make a significant difference in your financial well-being.
During this relaxed and interactive session, we’ll cover:
- Tax-efficient Retirement Income: Learn how to manage withdrawals from retirement accounts to minimize your tax burden.
- Tax Planning Strategies: Discover strategies to take advantage of tax breaks and deductions available to retirees.
- Investment and Tax Considerations: Understand how your investment choices can impact your taxes and how to make informed decisions.
RSVP Today!
We look forward to seeing you!
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Event Venue & Nearby Stays
600 E Rio Salado Pkwy suite 102, 600 East Rio Salado Parkway, Tempe, United States
Tickets
