POSTPONED: Workshop: The New IRA Rules - Avoid Costly Mistakes
This event is postponed until further notice. Thank you for your understanding.
Sweitzer Income Planning, LLC presents: How to avoid costly financial mistakes and implications of the new SECURE Act. Learning how to avoid costly mistakes may be the best investment you can make.
Sweitzer Income Planning, LLC presents: How to avoid costly financial mistakes and implications of the new SECURE Act. Learning how to avoid costly mistakes may be the best investment you can make.
Topics include the following:
- How the new Required Minimum Distribution age may impact you.
- Stretch IRA's are no longer an option, are there any alternatives?
- Will your beneficiaries see a tax increase?
- Potentially pay far less taxes on your retirement income.
- See how reducing risk in your portfolio may actually increase the growth of your investments over time.
Learn about the topics above and ask questions about how the SECURE Act will impact your IRA in this interactive workshop.
About the Presenter, Ken Sweitzer:
Ken founded Sweitzer Income Planning to encourage financial longevity for his clients. To Ken this means ensuring you never run out of income during your lifetime, to eliminate stress and panic from market volatility, and a stress-free retirement. Ken does all this with a client-first focus. Ken explains, "We are not captive to a big name firm who dictates products. We represent our clients to the industry to secure the best products based on their needs. That's what being a true fiduciary is all about, and that's what we're all about." Ken's team is a family-based business consisting of his wife, Cari, and his son, Sam. Ken, Cari, and Sam are all licensed life and health insurance agents. Sam focuses on clients investment needs and also does financial advising as an Investment Advisor Representative.
About the Presenter, Ken Sweitzer:
Ken founded Sweitzer Income Planning to encourage financial longevity for his clients. To Ken this means ensuring you never run out of income during your lifetime, to eliminate stress and panic from market volatility, and a stress-free retirement. Ken does all this with a client-first focus. Ken explains, "We are not captive to a big name firm who dictates products. We represent our clients to the industry to secure the best products based on their needs. That's what being a true fiduciary is all about, and that's what we're all about." Ken's team is a family-based business consisting of his wife, Cari, and his son, Sam. Ken, Cari, and Sam are all licensed life and health insurance agents. Sam focuses on clients investment needs and also does financial advising as an Investment Advisor Representative.
POSTPONED: Workshop: The New IRA Rule...
Date and Time
Tuesday Apr 7, 2020
5:00 PM - 6:00 PM EDT
Location
Chamber of Commerce Eastern CT
Community Room
914 Hartford Turnpike, Waterford
Fees/Admission
Chamber Member: $5
Non-Member: $15
Complimentary coffee and tea available.
Cancellation Policy: Notice must be given at least three business days prior to the event. No shows or those unable to cancel in time will be billed. To cancel, please call the Chamber at (860) 701-9113 or email admin@chamberect.com.