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Mon.Feb. 25 VOTC Coastside Conversations - Financial Tax Strategies for Those Approaching Retirement
Financial & Tax Strategies for Those Approaching Retirement
with John Parsons, CPA CFP,
Parsons Accounting & Tax Services, Half Moon Bay
Not yet retired - but want to know how to prepare? Concerned about some financial issues? Subjects covered will include:
Tax planning under the new Tax Act
Real estate planning including some basics on reverse mortgages
Investment basics and planning
Protection and estate planning basics
Planning strategies will be demonstrated in live time, using a variety of life scenarios that show situations before and after planning.
VOTC invites you to join us at the HMB Library for this community event - 6 - 7:30 PM
Registration is recommended but drop ins are welcome.
Monday, February 25, 2019, 6:00 PM until 7:30 PM
620 Correas St
Registration is recommended