Winds of Change

M – F : 8am – 5pm
(231) 935-1590

WINDS OF CHANGE

LEARN HOW TO NAVIGATE
TAX PLANNING
DURING THE CRUCIAL RETIREMENT YEARS:
THE FIVE YEARS BEFORE AND THE FIVE YEARS AFTER.
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As with sailing into the wind, navigating into retirement requires certain maneuvers and preparations in order to get to your intended destination.

Join us, Wednesday, September 28th at Kirkbride Hall for an evening dedicated to equipping you for retirement from a tax perspective.

Learn from Jeff Wood (CPA, MBA), Rick Delaney (CPA), Jon Sluis (CPA) and Rachel Ray about:

  • • Timing of Social Security, Required Minimum Distributions etc.
  • • Sources of income in retirement
  • • Taxation of those sources
  • • Tax planning strategies to employ in retirement
Doors open at 6:00 pm, light refreshments will be served, and the seminar will run from 6:30-7:30, with time for questions until 8:00. We look forward to seeing you there!
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Have questions? Call us today: 231-935-1590