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Bridging the Information Gap Workshop
February 29 @ 10:00 am - 11:00 am
Join us for an educational seminar to learn what you need to know to protect your business, your retirement, and your family legacy.
Steven Anzuoni, RICP®, Cape Cod’s Retirement Income Specialist and radio show host of Ready, Set, Retire on WXTK 95.1, will share with you tax tips to protect your wealth and your business.
Learning Objectives:
Taxes – Where can you put your money now to help protect it from Uncle Sam and future tax hikes?
Inflation – Will the yields on your savings and investments be able to keep up with rising inflation?
Retirement Income – How will you replace your paycheck? What’s better, tax-free or tax-deferred investments?
Roth Planning – What’s all the talk about? Should you do it?