- This event has passed.
World Events (by Invitation only)
March 25 @ 6:30 pm - 8:30 pm
Two Part Event
3/24 or 3/25 6:30 PM
298 E. Winchester St.
Murray, UT 84107
HOW WILL WORLD EVENTS IMPACT YOUR FINANCIAL SUCCESS IN 2020
The “SECURE” Act, Major Changes To Estate Planning And RMDs, and the Election!
With an ever changing financial landscape, consumers have to be vigilant on factors that might impact
the way they plan for retirement. Creating a plan that will last throughout your retirement years can be
challenging, but our goal is to provide you with insights to build your confidence in making these big
decisions. Please join us as we discuss:
- Income: How to build flexibility while maximizing your income
- Taxes: How to minimize your taxes now and in years to come
- Risk: How to lower your risk in retirement, regardless of the investments you choose
- New Legislation “The SECURE Act”: How to navigate the new rules around retirement and legacy planning
- Threats: Understanding the impact that world events can pose to your plan and steps you can take to
defend your wealth and enjoy the lifestyle you envisioned
Join us for dinner as we bring to light financial events that might be impacting you in retirement. .