Broker Check
12 Oct
Taxes in Retirement


"The difference between death and taxes is death doesn't get worse every time Congress meets." -- Will Rogers

Come join our advisors, Christian O'Connor and Jim Pfeil, for an evening centered around everyone's favorite topic - Taxes

Nobody likes paying taxes, especially in retirement. Learn about 2 new tax rules recently implemented in 2020, how your Social Security could be taxed, and strategies you can begin before retirement to become more tax efficient in retirement.

We will have delicious food, drinks, and door prizes. As always, feel free to bring your friends and loved ones, just RSVP with how many will be attending. See you there!

Date and Time

Wed, Oct 12, 2022

6:00p - 7:00p CST


Boxed and Burlap

Boxed and Burlap
2935 WI HWY 67
Williams Bay , WI 53115


Doors open at 5:30 PM

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