Join us on Thursday, October 14, 2021 at the Lewes Public Library for an investment workshop.
We will be discussing:
Roth IRA Conversions. What are they and when do they work best?
How to position investments to lower tax liabilities.
Preparing for retirement income distributions. Increase cash flow without increasing taxes.
Beneficiary Options. How to protect your beneficiaries from unnecessary taxes.
The happenings in Washington, DC
Additionally, we will be providing an economic and market update along with our view on investment risks and opportunities.
Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you.