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22 Feb
Tax Efficiency in Retirement LIVE Zoom Class


Ready or not, it's time to start thinking about taxes! Tax season is among us. Do you understand the basic need for tax planning? Well, tax planning really means becoming tax efficient. Learn how this could be beneficial for you and your financial portfolio.

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Date and Time

Thu, Feb 22, 2024

11:00a - 12:30p MST




This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.


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