Educational Workshop
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Understanding the D.R.O.P
Understanding the D.R.O.P
There are numerous options to consider regarding the Deferred Retirement Option Plan. For some people, this may be one of the biggest financial decisions they have ever made! What is the DROP program? Available D.R.O.P options What are common mistakes? How does DROP fit into my overall retirement plan? Timeline: What Should I Do and…
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Estate Planning & Taxes: A Retiree’s Guide to Both (Educational Workshop)
Estate Planning & Taxes: A Retiree’s Guide to Both (Educational Workshop)
Educational Workshop: Death and Taxes – A Retiree’s Guide to Both Objective: This workshop is designed to provide retirees and pre-retirees with a comprehensive understanding of how estate planning and taxes intersect, especially during the retirement years. The focus is on providing actionable insights to navigate the often-complex landscape of estate management, tax implications, and…
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1 event,
Estate Planning & Taxes: A Retiree’s Guide to Both (Educational Workshop)
Estate Planning & Taxes: A Retiree’s Guide to Both (Educational Workshop)
Educational Workshop: Death and Taxes – A Retiree’s Guide to Both Objective: This workshop is designed to provide retirees and pre-retirees with a comprehensive understanding of how estate planning and taxes intersect, especially during the retirement years. The focus is on providing actionable insights to navigate the often-complex landscape of estate management, tax implications, and…
