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101 West 3rd Street
Suite 200
Chaska, Minnesota 55318
952.361.0707 


 

Retirement Basics




Retirement Basics

Monday, February 24, 2020

7:00p - 8:00p CST

Jeff Pierce LLC Office

Jeff Pierce LLC Office

101 West 3rd St.
Chaska, MN 55318
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Note:

Main level conference room. Refreshments will be provided.

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In this seminar on Retirement Basics, you'll learn:

  • How to put together a retirement road map
  • Factors that influence when you should retire and how long your retirement could last
  • How to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation and taxes
  • How to use tax-advantaged savings vehicles like IRAs and 401(k)s
You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

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