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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 
Charitable 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.



When:
Monday, February 25, 2019, 6:00 PM until 7:30 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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