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Retirement, Tax and Estate Planning

ID : 22257   
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How do we make it all work together? Over 4 weeks we will dive into successful retirement income planning solutions, including maximizing social security. We will also learn tax traps to avoid and how to potentially reduce income tax liability in retirement. Finally, we will go over techniques to prevent Uncle Sam from becoming our biggest beneficiary and avoid accidentally disnheriting our heirs. If you want to remain private and out of the publicity and without the costs of probate, you will gain a lot of insight in this class.

Class Details

4 Sessions
Weekly - Mon

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
3/4/2019 - 3/25/2019 Weekly - Mon 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map Nic Yeomans