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Your Retirement Made Simple – ATTEND BREAKOUT SESSION 1 – Retirement Investment Options & Tax Planning

Location:

University of Pittsburgh at Greensburg – McKenna Hall Room 138
150 Finoli Drive
Greesburg, PA 15601 United States

Directions

Date:

May 16

Time:

6:15 pm - 7:15 pm

This course is designed to teach you how to organize your assets to prepare for retirement, particularly in times of inflation and market volatility. It will help you determine if you are on track to retire at your desired age or earlier.

SHORT ON TIME? ATTEND BREAKOUT SESSION 1 – Retirement Investment Options & Tax Planning

WHAT WE WILL COVER:

  • Optimal investment options specifically designed to help retirees meet their goals
  • Should you consider a Roth conversion?
  • Asset Preservation in Retirement
  • Tax Reduction and Legacy Planning

Thursday, May 16, 2024 6:15 p.m. – 7:15 p.m.

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