Preparing for taxes in retirement
Date: Thursday, March 19, 2026
Time: 11:00 AM - 12:00 PM CDT
Location: Courtyard by Marriott East, 8105 East Walnut Street, Evansville, IN 47715
Presented By: Karen Lively, Financial Advisor - Compass Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Hosted By: Compass Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
To reserve a spot: email us at [email protected]
Event Venue
Courtyard by Marriott East, 8105 East Walnut Street, Evansville, United States
USD 0.00
