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February…when the doldrums sink in. Don’t fall off the wagon! Join us to learn how to make sure your financial fitness stays on track throughout 2021!
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Tax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Join us as Deanne Rosso, President/CEO and Wealth Adviser at VFS, educates attendees on retirement tax strategies that will:
At this workshop, you will learn:
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When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Learn how to get the most out of it.
Have you been wondering:
In this half-hour presentation, you’ll learn:
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If you are retired, planning to retire, or concerned about retirement, join our 30-minute Webinar that will help you understand how to begin making important decisions.
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Are the kids going to be alright? Financial results come from the small decisions we make and actions we take every day. You are the most influential financial teacher your child will ever have, so join us for some tips on teaching them the importance of making good financial decisions and learning from their mistakes.
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Help save money on your children’s college tuition with proper planning. Learn how to evaluate financial aid letters, how parent and child assets impact financial aid packages, and explore key college funding data.
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Confused about Medicare? If you are retired, planning to retire, or concerned about retirement health care expenses, we will help you understand how to begin making important Medicare decisions.
Questions?
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Have questions about cybersecurity? We can help! Learn about common scams, how to stay safe, and how to fight back.
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Make sure you are progressing toward your financial goals and that you have a plan for next year.
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Touch, Change, Improve, Impact, and Provide
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Questions?