2018 Tax Reform and Social Security Benefits (6.11.18)

June 11, 6:00-7:30 pm │ Drury Inn & Suites
Refreshments Provided

The biggest tax reform law in a generation was passed in December. What does this mean for you and your retirement?

Join us as R. Travis Terlau, CFP® discusses how Tax Reform can impact your retirement income and your Social Security benefits.

This educational event will cover the following:

►Comparing 2017 & 2018 Tax Brackets: Are you paying too much tax?
►Hedging against inflation when interest rates rise
►Positioning your assets now for the most tax efficient income during retirement
►Social Security Update: What to look for in 2018
►File Now vs. File Later: Does it really pay to wait?
►How Social Security benefits work for you and your spouse
►5 Years or Less from Retirement: Preparing an Action Plan

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.

*Refreshments Provided. Reservation Required.

*We reserve the right to decline a reservation. Not open to agents, financial advisors or their representatives. For serious investors only.  Not affiliated with the Social Security Administration.

RSVP for Event

Event Location

Drury Inn & Suites
9597 Brownsboro Rd.
Louisville, KY 40241