Wed, Oct 02|
Loyola University Maryland - Timonium Gr
Taxes in Retirement Today Workshop - Timonium
Understand how current tax changes will impact your retirement income and learn how to start building a comprehensive retirement strategy.
Time & Location
Oct 02, 2019, 11:00 AM – 12:30 PM
Loyola University Maryland - Timonium Gr, 2034 Greenspring Dr, Lutherville-Timonium, MD 21093, USA
About The Event
Many of the decisions you make will have tax implications. You need a retirement tax strategy. This free educational workshop will explain potential impact taxes have on your retirement income. It will help you understand the tax rules we live under, identify misconceptions about taxes in retirement, and outline the tools and strategies available to those nearing or in retirement.
At the workshop you will receive complimentary workbooks that will help you start implementing what you've learned.
Financial Planning 101 is the name of the financial education workshops Bay Harbor Wealth Management, LLC conducts. Fiduciary investment advisory services offered through Bay Harbor Wealth Management, LLC, an SEC Registered Investment Adviser. SEC Registration does not imply any certain level of skill or training. Non-fiduciary insurance services offered separately through Bay Harbor Insurance, LLC. Educational institutions are not affiliated with Bay Harbor Wealth Management; they serve as the workshop locations only and do not sponsor or endorse Bay Harbor Wealth Management or its workshops. Bay Harbor Wealth Management does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.