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If you are either retired or getting close to retiring, join CFG Wealth Management, LLC at the USCB Bluffton Campus for a two night course that will teach you fundamental principles of financial planning in retirement.Learn how to better manage and control your investments; get information on basic tax reduction strategies; learn strategies to help increase your monthly income; learn strategies to help you protect your life’s savings from investment mistakes, and avoid unnecessary estate taxes.
Learn how to plan for the threat of healthcare catastrophe; how
to reduce taxes on IRA/401k distributions; and how to pass your
life’s savings to your heirs with minimal probate, tax and legal
costs.
Topics Include:
✓ Learn Tax Reduction Strategies
✓ How to wisely build a Retirement Income Plan
✓ Protect Your Life’s Savings from Investment Mistakes
✓ 4 Essential Legal Documents
✓ The NEW 2025 Big Beautiful Bill and how it could have an impact on your retirement accounts
Event Details
Date: Tuesdays, March 3rd and 10th
or Tuesdays, September 29th and October 6th
Time: 6:00 PM to 8:00 PM
Location: USCB Bluffton Campus
(Additional dates available at STC, OTC, and the STC Pooler Campus)
Call 877-269-0839 to Register!
For more information, visit our website:
https://chancefinancialgroup.com/retirement-events/
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Event venue
USCB Bluffton, 69 Mt Pelia Rd, Bluffton, SC 29910-7727, United States
Tickets
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