11 March
How Taxes change during your Retirement Years (copy)


How Taxes change when you retire and how to make your retirement years more tax efficient. We will be discussing Social Security, Medicare, Long Term Care, Charitable Giving, Converting your 401k to a Roth and other topics that have a tax impact on your retirement.  Thomas Berry from Longview Wealth Advisors will be hosting this Zoom Event.  Thomas has an accounting background and prior to starting Longview Wealth, he worked for Arthur Andersen and Company and Peat Marwick & Mitchell.  You can avoid some of the tax landmines with Financial Planning.  This seminar is informational in nature and no products will be marketed.   

Date and Time

Mon, Mar 11, 2024

11:00a - 12:00p EST




Event Registration