Join Hurlow Wealth Management Group for a special webinar, The Golden Time of Life for Tax Planning
Join Hurlow Wealth Management Group for a special webinar, The Golden Time of Life for Tax Planning, with special guest Greg Geisler, PhD from Indiana University Kelley School of Business.
Topic: The Golden Time of Life for Tax Planning
Description: According to Dr. Greg Geisler, ages 62 to 72 represents the Golden Time of Life for Tax Planning.
Attend this presentation to learn:
1) How to avoid higher Medicare premiums both if you retired in the last two years and annually
2) Why paying income taxes after retiring and before you turn 70 is an excellent idea.
3) How to Decumulate all accounts tax-efficiently once retirement begins
4) How to make tax-efficient charitable contributions
About the Speaker: Greg Geisler, Ph.D., is the Tax Committee Advisor for Hurlow Wealth Management Group and a Clinical Professor and Associate Chairperson of the Accounting Department at Indiana University's Kelly School of Business.
Time: 12 p.m. Eastern Standard Time/ 9 a.m. Pacific Standard Time
To register: https://hurlowwealth.com/events
Live webinar attendees are eligible for 1 hour of CPE credit.
Hurlow Wealth Management Group, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. This presentation is solely for informational purposes. No advice may be rendered by Hurlow Wealth Management Group, Inc. unless a client service agreement is in place. Our firm provides the information in this webinar presentation for general guidance only, and does not constitute the provision of legal, tax, or investment advice, accounting services, or professional consulting of any kind. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
2/6/2023 01:41:09 pm
That's good to know, and I thank you for giving this really helpful information.
Leave a Reply.
Share your news with us!
Submit your news to the Chamber by the 12th or 28th of each month to be included in the bi-weekly Membership Matters emails.