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Mon. Jan 28 VOTC Coastside Conversations - Financial Tax Strategies -HMB Library 1 PM



Join us for our Coastside Conversation - now at the HMB Library Community Room  Mon. Jan. 28 1 - 2: 30 PM

Financial & Tax Strategies for A Secure Retirement

with John Parsons, CPA CFP,

Parsons Accounting & Tax Services, Half Moon Bay

Whether you retired recently or many years ago, you may be concerned about these financial issues:

How will the new tax law affect me? How can I make my retirement money last? I want to downsize. Should I sell my house and move or stay here and get a Reverse Mortgage? What are the best choices? How do I address the risk of Long-Term Care? Is my estate plan up to date? Where can I get good advice? John will provide answers and resources and there will be time for your questions.

Please register for a head count. You are welcome to bring a friend.

Coming February  25 - strategies for those approaching retirement

When:
Monday, January 28, 2019, 1:00 PM until 2:30 PM
Where:
HMB Library
620 Correas St
HMB, CA  

Category:
VOTC event
Registration is recommended
No Fee
No Fee
No Fee

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