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October 2018

Tax Workshop

October 18, 2018 @ 6:30 pm
Lone Tree Library, 10055 Library Way
Lone Tree, CO 80124 United States

Tax Workshop at the Lone Tree Library. Fill out the form or call our office to register for this event. Seating is limited.

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Tax Workshop

October 23, 2018 @ 6:30 pm
Lone Tree Library, 10055 Library Way
Lone Tree, CO 80124 United States

Social Security Workshop at the Lone Tree Library. The presentation will include answers to questions like, How do the massive changes from 2015 (and the 7 changes in 2017) affect me? Who can use creative strategy and timing methods to get more from their hard-earned benefits? What are some ways to combine Social Security and my retirement savings to optimize my income? What are the key mistakes to avoid that could reduce my lifetime benefits? Why doesn't Social Security have…

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January 2019

Taxes & Retirement Workshop

January 29, 2019 @ 6:30 pm - 7:30 pm
Columbine Library, 7706 W Bowles Avenue
Littleton, CO 80123 United States

Taxes & Retirement Workshop at the Columbine Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that income…

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Taxes & Retirement Workshop

January 31, 2019 @ 6:30 pm - 7:30 pm
Columbine Library, 7706 W Bowles Avenue
Littleton, CO 80123 United States

Taxes & Retirement Workshop at the Columbine Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that income…

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February 2019

Taxes & Retirement Workshop

February 26, 2019 @ 6:30 pm - 7:30 pm
Koelbel Library, 5955 S Holly Street
Centennial, CO 80121 United States
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Taxes & Retirement Workshop at the Koelbel Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that income…

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Taxes & Retirement Workshop

February 28, 2019 @ 6:30 pm - 7:30 pm
Koelbel Library, 5955 S Holly Street
Centennial, CO 80121 United States
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Taxes & Retirement Workshop at the Koelbel Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that income…

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May 2019

Taxes & Retirement Workshop

May 16, 2019 @ 6:30 pm - 7:30 pm
Highlands Ranch Library, 9292 S Ridgeline Blvd
Highlands Ranch, CO 80129 United States
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Taxes & Retirement Workshop at the Highlands Ranch Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that…

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Taxes & Retirement Workshop

May 21, 2019 @ 6:30 pm - 7:30 pm
Highlands Ranch Library, 9292 S Ridgeline Blvd
Highlands Ranch, CO 80129 United States
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Taxes & Retirement Workshop at the Highlands Ranch Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that…

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August 2019

Taxes & Retirement Workshop

August 27, 2019 @ 6:30 pm - 7:30 pm
Lone Tree Library, 10055 Library Way
Lone Tree, CO 80124 United States
+ Google Map

Taxes & Retirement Workshop at the Lone Tree Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that…

Find out more »

Taxes & Retirement Workshop

August 29, 2019 @ 6:30 pm - 7:30 pm
Lone Tree Library, 10055 Library Way
Lone Tree, CO 80124 United States
+ Google Map

Taxes & Retirement Workshop at the Lone Tree Library. The presentation will include answers to questions like, Discover specific taxes you can reduce or possibly eliminate with a good tax plan Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes! How can I incorporate tax strategies into a comprehensive income plan to become financially independent in today’s volatile world? Discover what 80% of Baby Boomers(footnote) can do NOW that…

Find out more »
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