Broker Check
22 June
Taxes in Retirement Workshop

Description

As you near retirement you should begin thinking about the impact taxes can have on your retirement savings. You have worked hard to save so let us help you minimize the taxes you pay in your retirement years.
 
Join us for a complimentary dinner and discussion on one of the biggest factors you must consider when living in retirement. This presentation will be focused on those with $500,000 or more in retirement savings.
 
Sam’s Steakhouse
10205 Gravois Road
St. Louis, MO 63123
Thursday, June 22nd
6:30 – 8:30 pm
 
This seminar is funded in part by Fidelity Investments
 
Investors should carefully consider the investment objectives, risks, charges, and expenses of the mutual funds offered by Fidelity Investments This and other important information is contained in the prospectus which can be obtained by calling your Registered Representative at 314-845-8222. Read the prospectus carefully before investing.
 
Ted P. Chibnall, CFP® is an Investment Advisor Representative of and offers Securities and advisory services through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
 
WealthPlan Advisors Group is independent of Cetera Advisors LLC.
4171 Crescent Drive, Suite 200, St. Louis, MO 63129
wealthplanadvisorsgroup.com

Date and Time

Thu, Jun 22, 2023

6:30p - 8:30p CST

Location

Sam's Steakhouse

10205 Gravois Road
St. Louis , MO 63123
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Event Registration