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Savvy Retirement and Taxation

Wed, Apr 21

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Zoom Conference

What does retirement cost today? Learn the stages of retirement and discover how your money is taxed depending on when you use it.

Registration is Closed
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Savvy Retirement and Taxation
Savvy Retirement and Taxation

Time & Location

Apr 21, 2021, 11:30 AM – 12:30 PM MDT

Zoom Conference

About the Event

Learn the stages of retirement and what spending might look like at different times during retirement. Begin to understand how your money is taxed or penalized depending on when you use it and when you decide to stop working. Plan a tax efficient retirement income for your future.

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Deborah Eggleston is a Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC. The Partners Group LLC and United Planners are not affiliated.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Currently, investment products and services are available to residents of CO, NC, NE, and UT.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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