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