When: Wednesday, April 10, 2024
Time: 11:00 AM to 12:00 PM
Venue: Charlie Ferguson Community Center
Address: 1398 Reinhardt College Pkwy, Canton, GA 30114
Speaker: Gregory Scott Phelps

During this seminar, we'll cover the following:

• The 2024 tax changes and how these could alter your retirement plan
• The Secure Act 2.0 and what the new legislation means for you
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How loss deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself against the taxation of your Social Security income
• How rising taxes may affect your retirement cash flow

*This event is designed for Accredited Investors.

Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.