Clarkston Independence District Library

Community Meeting Room

6495 Clarkston Rd, Clarkston, MI 48346

The seminar on Tuesday, December 6th has been cancelled.

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Space is limited, so sign up today!
No Charge to Attend!

“A leading educational resource for those nearing retirement”

If you own a retirement savings account, you won’t want to miss this informative event!
Attend this seminar and learn about:

  • What are Required Minimum Distributions (RMDs)? And why do you have to take them?

  • If you're approaching age 70, RMDs are coming. Look out! What can you do to make sure you're prepared?

  • Is there anything you can do to reduce the taxes you owe on 401(k)s, IRAs and other retirement accounts?

  • Will taking RMDs push you into a higher tax bracket? Learn about strategies to avoid this risk.

  • How recently passed legislation, like the SECURE Act and the CARES Act, could affect your retirement.

  • BOTTOM LINE: What are some of the best ways to reduce taxes in retirement?

“A leading educational resource for those nearing retirement”

You've done a great job contributing to your 401(k)s and IRAs.

Now learn ways to SAVE on the taxes you'll have to pay when you use this money.

If you're approaching age 72, you need to know how RMDs (including the new legislative changes) may impact your retirement income.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar, designed to help retirees like you navigate this RMD maze.

Join us at the Clarkston Independence District Library on December 6 from 11:00 AM - 12:30 PM or December 15 from 11:00 AM - 12:30 PM.

The seminar will equip you with the most up-to-date and comprehensive information regarding your qualified money and how RMDs may affect it, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, investments or a combination of them all.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any IRA / 401K speaker during or after the seminar.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither IRA / 401K nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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