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"RETIREMENT by the NUMBERS" (A Retirement Case Study Workshop)

Dates:October 15, 2024
Meets:Tues from 6:30 PM to 8:30 PM
Location:Downingtown M.S. A273
Cost: $19.00

There are still openings remaining at this time.

OR

In Retirement by the Numbers, you'll walk through several case studies, case by case to see the areas that are often missed when folks design their retirement plans. Taxes, Social Security, Pensions, Withdrawals, Medicare Surcharges, RMD's (Required Distributions), Roth Conversions, and more. Perfect for retirees or folks nearing retirement. Using Calculations, Powerful Software, and Case Studies, you'll understand for yourself the math that comes into play well beyond rate of return, and how the quote ("It's not what you make, but what you keep") rings true, especially in retirement.
Fee: $19.00
Hours:2.00

Downingtown M.S. A273

Rock Raymond Road
Downingtown, PA 19335

Bryan McCloskey