2020 Vision Workshop

Looking at a tablet during a meeting
 

“Planning in an Election Year"

2020 is a big election year and one of the greatest tax rule changes ever to impact your IRA’s became law on January 1.

Join us and you will learn:

  • What the 2020 Election Means for the Economy!
  • What is the Risk of a U.S. Recession in 2020?
  • The 5 Ways the New SECURE Act Changes Your Planning!
  • How to Mitigate the Death of the “Stretch” IRA!
  • How to Reduce Your 2020 Income Taxes!
  • Why ROTH IRA Conversions Make More Sense than Ever!
  • How to Make a Deductible Charitable Contribution Even if You Do Not Itemize Your Deductions!
  • How to Leave More to Your Heirs and Less to the IRS!
  • How to Take Money from Your IRA Income Tax Free!
  • How to Ensure Your IRAs Stay in Your Family Bloodline!

Please the form on this page to register by Friday, February 7. We encourage you to invite guests. Click here for more details.

Wednesday, February 12

9:00 am

Sun City Lincoln Hills

Monday, February 17

2:00 pm

Sun City Roseville

Tuesday, February 18

2:00 pm

Sun City Lincoln Hills

Tuesday, February 25

9:00 am

Sun City Roseville

2020 Vision Workshop RSVP

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