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Smart Retirement Tax Workshop


Smart Retirement Tax Workshop


The workshop will cover:

  • What's has Changed

  • What's still important

  • What Does this mean for You

  • Long- Term Capital Gains

  • Tax Brackets for Married Taxpayers


RSVP TODAY!





Event Details



Date: 00/00/2020

Time: 5:30 PM

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Why is investing for retirement is crucial for even

middle-income Baby Boomers?


  • Securing your own financial future

  • Your expected expenses

  • Longevity

  • Fixed annuities for retirement income


  • Inflation

  • Asset allocation

  • Dividends for retirement income

  • You still need investment growth



SEATING IS LIMITED. RESERVATIONS ARE REQUIRED.

"This Smart Retirement Tax Workshop

 has been our most popular class in 2019"


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Andrew Whalen - CEO

Meet  Your Host:

Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007. 

In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning and wealth and investment management.  

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Investing enables us to put the fruits of our labors to work. It allows us the potential to build wealth for the future; possibly, for retirement.



FACTS:

  • 55% of Americans stop working sooner than planned

  • Only 6 in 10 workers are saving for retirement

  • The average American’s 401(k) balance is $104,300

  • Only 8% of eligible Americans contribute to an IRA

  • Social Security will run out of money in 2034