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OCTOBER

Monday, October 21st: Weeknight Workshop: Ready, Set, Retire! 10 Financial Tips for Making the Most of Your Retirement – 7:00 p.m @ Suffern Free Library

NOVEMBER

Monday, November 4th: Weeknight Workshop: How to Help Avoid the Retirement Tax Time Bomb & Help Keep More of Your Money in Retirement – 7:00 p.m @ Suffern Free Library

Monday, November 18th: Weeknight Workshop: 10 Ways to Help Make Money with the New Tax Act & Help Avoid the Retirement Tax Time Bomb – 7:00 p.m @ Suffern Free Library

 

*** CHECK BACK FOR MORE FALL 2019 DATES TO BE ADDED SOON ***

Workshop Details

10 Financial Strategies for Every Woman: 90% of Women will be managing their own finances at some point in their life. Women often have the best of intentions in managing their wealth, but often put themselves last.  That’s why every woman should have a plan! Join Debra Taylor as she discusses 10 Financial Strategies all women can benefit from.

How to Help Avoid the Retirement Tax Time Bomb and Help Keep More of Your Money in Retirement: When you’re building your distribution plan, it is crucial to include tax strategies that will help protect the money you worked so hard to save.Join Debra Taylor as she provides knowledge to equip you with the most  up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

529 College Plans – 10 Ways to Help Save Money and Send Your Child to College: The 18-year clock starts ticking the moment your child is born. Yet many aren’t preparing. Just 56% of parents are actively saving for their child’s education.  Join Debra Taylor as she discusses the best ways to make the most of your investments and how a 529 College Savings Plan will help work toward your goals.

10 Ways to Help Make Money with the New Tax Act & Help Avoid the Retirement Tax Time Bomb:Join Debra Taylor as she guides you in understanding how the new tax law impacts your income and investments, as it may be possible for you to pay less in taxes on your hard-earned dollars.  Using the information you’ll learn during her workshop, you’ll be better positioned to develop a successful investment strategy that can potentially safeguard you from over-taxation. In addition, Debra will discuss the tax time bombs waiting for all retirees and how to avoid them.

The ABC’s of Investing: 7 Tips on How to Invest with Success: Are you nervous about the markets? Do you have money sitting in your bank account? If there’s one thing that differentiates a savvy investor from one who’s just winging it, it’s the ability to balance reward vs. risk.  Join Debra Taylor as she guides you through the ins and outs of today’s markets and helps you make the most of your money!

Ready, Set, Retire!  10 Financial Tips for Making the Most of Your Retirement: You have spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.  The rules are different when you retire and you only have one chance to get it right! Join Debra Taylor for an insightful workshop on how to make the most of your retirement and avoid the retirement tax time bomb!


**Send any questions to dcurtin@taylorfinancialgroup.com or call (201) 891-1130**

 

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