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X-ORIGINAL-URL:https://blackdiamondfs.com/
X-WR-CALNAME:Black Diamond Financial Solutions, Inc.
X-WR-CALDESC:Trusted Certified Financial Planning Services To Help You Plan For Financial Security
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/New_York:20240403T110000
DTEND;TZID=America/New_York:20240403T120000
DTSTAMP:20240122T163200
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CREATED:20240122
LAST-MODIFIED:20240322
PRIORITY:5
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SUMMARY:Retirement Tax Roadmap: Navigating Four Key Stages
DESCRIPTION:Join us on a journey through the evolving world of retirement taxes. Navigate the four key stages of retirement tax planning, from early retirement to estate considerations. Explore smart tax moves, optimization strategies, and real-world examples to make complex concepts understandable. Acquire the knowledge and confidence to navigate tax reforms effectively.\nDescription:\nEmbark on a journey through the evolving landscape of retirement taxes. Imagine sailing through retirement with a clear, adaptable tax strategy for every stage. From your early retirement years to the complexities of estate planning, this workshop offers a compass to guide you through the four key stages of retirement tax planning.\nWhat to Expect:\n\nDecoding Early Retirement Tax Implications: Smart moves for your initial retirement years.\nMid-Retirement Strategies: Optimizing tax efficiency as your needs change.\nLate Retirement Planning: Navigating RMDs and investment income.\nLegacy and Estate Considerations: Ensuring a tax-efficient transfer of your wealth.\nEngaging Examples and Real-World Scenarios: Making complex tax concepts relatable and understandable.\n\nJoin us to arm yourself with the knowledge and strategies needed to navigate the tax reforms effectively and confidently.\nAbout the Presenters:\nThis educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. \nKenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.\nThis workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.\nRegistration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.\n \n
URL:https://delawarelibraries.libcal.com/event/11953861
ORGANIZER;CN=Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®:MAILTO:
CATEGORIES:Library Workshop
LOCATION:111 Adams Ave, Lewes, DE 19958
ATTACH;FMTTYPE=image/png:https://blackdiamondfs.com/wp-content/uploads/2024/01/April.png
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