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Pellissippitaxplanning.com

Tax Planning and Your RetirementIf there were ways to protect your money with an effective tax strategy, wouldn’t you want to know?
Learn strategies in this class that can potentially reduce your tax burden in retirement.

If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, the CARES Act, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, this course will teach you strategies that can potentially reduce your tax burden in retirement.

For more information please call: 865-539-7167.

Topics Covered

• The history of income taxes
• Current and future tax rates
• How to plan for taxes now and in retirement
• And More

Dates:

Tuesday, March 25, 2025

Time: 6:30 PM to 8:30 PM

Cost: $39 per person

Location: In-Person Classes at Pellissippi State
(Hardin Valley Campus)