Financial Seminar

HBA Breakfast Workshop: 
How Tax Planning Changes Through Four Stages of Retirement

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. 

Inflation, longevity, expenses, and healthcare costs often catch retirees off guard.  Learn to anticipate and plan for these surprises to secure a worry-free retirement.  

Join our upcoming breakfast workshop, led by Instructor Matthew Williams, Director of Financial Planning Impact Advisors Group, where we demystify the complex world of tax planning, guiding you through the four crucial stages of retirement. 

Date:            Tuesday, January 23, 2024
Time:            8:30 am- 10:00 am             
Location:      HBA Office
                    540 Pennslyvania Avenue
                    Suite 309
                    Fort Washington, PA  19034
                    
Tickets:        Free