Hello,
Thank you for registering for our Taxes in Retirement: 2025 The Final Drive workshop on February 10th from 5:30pm-7:30pm at our office, Comprehensive Financial Consultants in our Legacy Learning Center at 674 S. College Ave. Bloomington, IN 47403.
You are welcome to attend in-person or virtually. Please use the link below, if you choose virtual:
https://us02web.zoom.us/j/88591990507?pwd=a1ZacWNjTHBVMWtZWC9ta2EweFpidz09
Meeting ID: 885 9199 0507
Passcode: 050895
Description:
This workshop will give you an in-depth look at common mistakes being made and how to avoid them, whether your income streams come from social security, 401(k)/IRA, pensions or more. The Tax Cuts and Jobs Act of 2017 created an amazing opportunity, especially for retirees, to take a look at their personal situation and strategy to see where opportunities lie in the realm of tax minimization. We will provide David’s new book, 2025 the Final Drive, you will need paper and a pen for notes.
During this workshop we will also discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.
David Hays is the Founder, President, and Senior Consultant of Comprehensive Financial Consultants, Inc (CFC). David is a co-author of Today’s Guide to Retirement Planning. He hosts the weekly radio show, “Your Money with David Hays” on AM10370, FM 98.7 out of Bloomington, Indiana. David serves as a U.S. Congressional Advisor on the topics of Medicare, taxes, and retirement planning issues.
This event is completely free to attend, but we do ask for every person attending to register themselves, so that we have enough seating and materials on hand. Light refreshments will be served as well.
Please let us know if you have questions. We look forward to seeing you soon!
Thank you,
Comprehensive Financial Consultants & Comprehensive Financial Consultants Institutional (CFCI)
674 S. College Ave. Bloomington, IN 47403
812-334-3190 | 800-893-3958
Fax : 812-336-6187
www.cfci.us
Creating Solutions, Delivering Results
Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC
Comprehensive Financial Consultants and CFCI/JWC/JWCA are unaffiliated entities.
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