Principles of Retirement Planning Presented by Pete Samenuk

Coopers Hawk 4705 Talmadge Green Rd., Toledo, OH, United States

PRINCIPLES OF RETIREMENT PLANNING Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them. You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This is an educational event designed to help you […]

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

Coopers Hawk 4705 Talmadge Green Rd., Toledo, OH, United States

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿 𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡 𝗬𝗼𝘂 𝘄𝗶𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: •How will the new administration potentially impact your bottom line and retirement nest egg? •Strategies to help minimize your federal income taxes […]