Broker Check
17 Oct


Please Join Us For an Educational Event

Tuesday October 17th at 6:30pm

Retirement Tax Planning Strategies: Keeping More of Your Wealth

Hosted by Tom Scheck of MTI Financial Advisors

Description: You must pay taxes, but don’t leave the IRS a tip! Understanding tax strategies and managing your tax bill are integral parts of a sound financial plan. Ignoring the tax consequences to your specific situation may result in paying more than you need to. Whether it’s determining where to save for retirement, how to create a tax efficient retirement paycheck or how to pass wealth to future generations, with careful and consistent planning you can potentially reduce your lifetime tax bill.

Location: 7300 Metro Blvd, 1st Floor Conference Room, Edina, MN 55439

Disclosure: Securities offered through Securities America, Inc., member of FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. MTI Financial Advisors and Securities America are separate entities. Securities America, Inc. does not provide tax advice.

Date and Time

Tue, Oct 17, 2023

6:30p - 7:30p CST


MTI Financial Office Building - 1st Floor Conference Room

7300 Metro Blvd
Edina , MN 55439


The event will be held in the 1st floor conference room, past the restrooms and down the hall on the right.

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Event Registration