Seminars & Events

We love getting together with clients and meeting new people.  We hope that you are able to join us for this year's upcoming events.  

 

THE TOP 10 TAX HIKES HEADED YOUR WAY - WITHOUT RAISING INCOME TAX RATES

September 17, 2019 | 4 p.m. | MPR1 DWLO Clubhouse

Funding shortages for Social Security and Medicare are on the horizon. Demand for these popular programs will surge due to demographic trends and expanding life expectancies. Tax revenues will need to increase in order to keep up.

Join Brian Doe, CFP® as he outlines how you can prepare for 10 possible tax hikes outside of increases to the official income tax rates. RSVP at DWLO Clubhouse.

Call 706-999-1760 for DWLO Clubhouse, or feel free to call our office at 706-451-9800.

We look forward to seeing you there.


Why attend a seminar…

Retirement planning today is nothing like what it was for your grand parents. Today’s retirees have different circumstances and different choices. We strive to offer timely workshops in the Del Webb Community to help keep you abreast to things that can impact your retirement plan.

Some of our past workshops included:

  • 3 Tax Strategies to Rescue Your Retirement Plan

  • Social Security Rules You Need to Know

  • What is the Future of Government Benefits?

If you missed a seminar and have related questions please call our office at 706.451.9800 or send an email to bdoe@livingworth.com, we would be happy to schedule a time to discuss your concerns.

 

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