Upcoming Events

IRA, TAX QUALIFIED ASSET & ROTH PLANNING CLASS

If you are 59 1/2 or older & have IRAs, Company Retirement Plans like 401ks, 403bs, Defined Benefit, Deferred Comp, Drop Funds, Annuities or similar assets you don't want to miss this class even if you are already taking Minimum Required Distributions! This is a free strictly educational non-sales class. Attend & learn:

  • The positives and negatives of these assets, Rules, Costly Mistakes & Misconceptions that cause people to unneccessarily overpay in taxes!

  • Strategies to minimize taxes on these assets during your lifetime & to your heirs & how these assets can be one of the costly assets to leave to your heirs! 

  • Steps you may want to think about taking this year that could minimize the future tax impact especially if you think tax rates will go up in the future & tax law changes!

  • The minimum required distribution tax trap & what you can do about it!

  • Roth Contribution & Conversion Rules, Mistakes & Techniques & Why a Roth Conversion doesn't make sense for everyone

No cost to attend but only pre-registered guests admitted due to limited seating. Free workbook for all attendees. To register or for a free consultation call (440) 239-2090 or email kwaddell@tept.com. 

Please indicated how many people will be attending & where you heard about the class, if radio which station and which class you plan to attend. You will receive a response within 48 hours! Get helpful objective information!

When: Wednesday, January 22, 2020 - 3:00 PM - 5:30 PM
Where: The Interstate Plaza Building in Middleburg Hts 16600 Sprague Road in the lower level conference center
Phone: (440) 239-2090
Directions: About ¼ 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
 

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. 

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 ¼ 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