Workshop: The Changing World of Retirement Planning
Join Mark Biermann, CFEI and Bridget Biermann, CFEI in a complimentary, two-night workshop at Mesa Community College, designed to help you learn more about how to protect your savings and preserve your income in retirement.
In this two-night workshop you will:
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Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions.
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Discover ways to use the 2018 tax changes to your advantage BEFORE taxes go up in 2026.
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Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security.
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Understand creative strategies that will protect you from rising tax rates and ensure you will receive your Social Security tax-free.
Are you ready to protect yourself from rising tax rates?
View all courses and register here now
Each registration includes a free two-volume set of workbooks.
Choose which sessions you'd like to attend
Option 1- September 7 & 14, 6:30-9:30 pm
or
Option 2- September 12 & 19, 6:30-9:30 pm
or
Option 2- September 12 & 19, 6:30-9:30 pm
For more details or to register click here now.
Date and Time
Tuesday Sep 19, 2023
6:30 PM - 9:30 PM MST
Choose which sessions to attend
Option 1- 2 nights, September 7 & 14, 6:30-9:30 pm
or
Option 2- 2 nights, September 12 & 19, 6:30-9:30 pm
or
Option 2- 2 nights, September 12 & 19, 6:30-9:30 pm
Location
Mesa Community College Library Building 1833 W Southern Ave, Mesa, AZ 85202
Fees/Admission
Complimentary to attend
registration is required.
Contact Information
Bridget Biermann, CFEI, 480.674.0023
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