Forest Library

This event is not sponsored by Bedford Public Library System. If you have any questions, please call 844-567-7760.
Community Room
15583 Forest Rd, Forest, VA 24551

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

Forest Library

This event is not sponsored by Bedford Public Library System. If you have any questions, please call 844-567-7760.
Community Room
15583 Forest Rd, Forest, VA 24551

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


Retirement is rated as one of life’s most stressful events. Do you have a Retirement Tax Strategy?

Join us at Forest Library for an informational workshop and Insurance Sales Presentation covering Taxes In Retirement on Wednesday, September 25 from 6:00-7:30 PM or Friday, September 27 from 11:00 AM-12:30 PM.

Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you from which sources you will take income.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.

If you would like more information on how taxes can impact your retirement income sources, THIS seminar is for you.

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

While this seminar is for informational purposes only, the insurance-licensed financial professional presenting will invite you to a follow-up consultation where insurance products may be offered. This presentation is designed to provide general information on the subjects covered; it is not intended to provide specific tax, or Social Security filing advice. You are encouraged to consult your tax advisor, or the Social Security Administration before making personal decisions regarding your specific situation.

G18140-B (04/18)