Ruth's Chris Steak House, East University Drive, Granger, IN, USAGet Directions
Tax-Smart Retirement Planning
We may have turned the corner. Things are looking up! America is beginning to unlock their doors and Indiana is opening up. Hope in on the horizon, and it’s your change to do a Retirement Reset!
Come listen to the Howard Bailey Financial Team deliver a UNIQUE Presentation of life, taxes, Indiana laws, finances and how they relate to each other.
- Learn strategies that can make money and protect against losses in volatile markets.
- Some of the areas of risk you may not be addressing.
- Effective resources to help ensure your beneficiaries will receive exactly what you intend.
- How saving on tax now could lead to paying more later.
- Critical methods to help protect your assets should you need Medicaid assistance for nursing home care.
Recent events have had a profound impact on our health, wealth and finances. If you have an IRA, 401(k) or other investments, it’s important that you get education, know your options and take action to help prepare for your future and the future of your family.
With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.