2018 Tax Reform and Social Security Benefits (3.10.18)

March 10, 10:30 am - 12:00 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.

RSVP for Event

Event Location

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