Join us on Thursday, September 16, 2021 at the Lewes Public Library for an investment workshop. Topic of Discussion is Tax Planning in Retirement. We will be discussing how to manage taxes during the 4 stages of retirement and how you may be able to lower your tax bill.
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.