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Program Description
Tackling the Triple Threat of Retirement in 2021: Taxes, Inflation and Market Volatility
During this chaotic pandemic period, sign up for this timely course which focuses on sound financial planning, tax saving strategies, and wealth protection.
Attendees will:
- learn how to not outlive their money and how taxes and inflation impact retirement
- discuss stretch IRAs, RMDs, and the benefits of having an exit strategy
- learn about tax-free inheritance, lifetime giving exclusions, and how to incorporate these into your estate plan
- discover how to capitalize during a market correction and explore strategies that will minimize their death/estate taxes while maximizing their assets
This program will be presented online via Zoom by Bernie Wrezinski, a financial planner and volunteer speaker with The Institute for Financial Education.
During the registration window for this program, registration can be completed online below or by phone at 309.590.6141. As soon as registration is complete, you will receive an email with a link to the online discussion.
