Taxes in Retirement Workshop
Time & Location
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.
Financial Planning 101 is the name of the financial education workshops Bay Harbor Wealth Management, LLC conducts. 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. Insurance services offered separately through Bay Harbor Insurance, LLC. Loyola University Maryland is not affiliated with Bay Harbor Wealth Management. It serves as the workshop location only and does 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 processional on any such matters.