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February 2018

Financial Workshop: The New Tax Bill and its Potential Impact on Retirement

February 15 @ 6:30 pm - 7:30 pm
The Pump House, 575 Herrons Ferry Road
Rock Hill, SC 29730 United States
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Tax Planning – With major tax changes how can you position your assets now for the most tax efficient income during retirement? Income Securities – What investment planning methods will help you increase your cash flow? Social Security – How can you maximize your Social Security benefits and protect your spouse? Longevity Risks – How will rising medical expenses and extended care costs affect your finances? Inflation – Will your investment yields be able to keep up with rising inflation? Market…

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