Upcoming Events

Retirement Planning Class for 2020 For Retirees & People Nearing Retirement

If you are concerned about your long term financial future, the impact of rising health care costs, taxes, inflation, market uncertainty & when you can really afford to retire and have the lifestyle you want or  if you're retired what can you really spend without worrying about running out of money, attend this free educational class.  INCLUDES INFROMATION ON THE NEW SECURE ACT!

Topics include:

  • Steps & Strategies to take before & during retirement for long term financial stability

  • Common Retirement Rules you should consider breaking & how they are often misused

  • Timing of social security

  • The biggest & most common financial challenges that can be devastating to your retirement

  • What you need to know to minimize the impact of taxes in retirement, understanding the opportunities & traps in the complicated tax code, the impact of the new tax law changes

  • Factors to consider in determining what you really can afford to spend- underspending vs. overspending and what discretionary spending is realistic 

  • How decisions you make today impact your future tax & financial years

Free workbook included! Seating is limited & only pre-registered guests admitted. Register today at (440) 239-2090 or email kwaddell@tept.com. Please indicated which class and how many people will attend and where you heard about the class, if radio which station. A confirmation with directions will be sent to you within 48 hours, if you do not receive a confirmation please contact us.

When: Tuesday, January 28, 2020 - 6:00 PM
Where: Interstate Plaza Building - Middleburg Hts
16600 Sprague Road
Lower Level Conference Center
Phone: 440-239-2090
Directions: About ΒΌ mile on Sprague Road east of Pearl Rd there is a side street Freeway Circle (this street is on the Northside of Sprague and the 1st street just east after the I-71 overpass) Go up slight hill The Interstate Plaza Building parking lot is the first entrance on your right