February 27 6:30 - 8:30 pm
Join us on Monday, February 27, at 6:30 PM at New City Church for a free one-night, entry-level class on proactive financial planning. The topics include:
- How to save for big purchases inside of a plan (house, car, vacation homes, etc.)
- Tax credits available, tax deductions available, how to save money on your taxes
- Once you save money for a goal (retirement, etc.), how do you distribute the money to save on taxes, keep your estate growing in retirement, etc.?
- What events can disrupt your plan (disability, health, losing your jobs, family circumstances, pre mature death, lack of estate planning?)
A Q & A session will come at the end for you to also ask any questions you might have. Sign up below if you are interested in attending!