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Free Retirement Class @ Eagan Community Center
Tax Efficient Retirement Class
Where:
Eagan Community Center
1501 Central Pkwy
Eagan, MN 55121
When:
Wednesday, November 8th
at 10:30am
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Attend this class and learn about:
A basic overview of tax rules as they apply today and how the tax sunset at the end of 2025 affects you.
The fiscal health of the US and potential risks to your retirement.
Social Security overview and tax strategies.
How rising taxes may affect your retirement cash flow.
Tax efficient withdrawal strategies including the 4% rule, "don't go broke", and dynamic spending strategies.
Ways to potentially protect yourself again volatile market conditions and efficient portfolios.
Common misconceptions about taxes in retirement.
Tax strategies such as Roth conversions, harvesting gains at 0%, qualified charitable distributions, net unrealized appreciation, MN residency.
Case studies
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Your Host...
Nicholas J. Andresen, CFP
®
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Frequently Asked Questions
Who is this class designed for?
- The information presented during the class can help those already retired, as well as anyone approaching retirement within the next 10 years.
Is there a "sales" pitch?
- No, the class is strictly educational and intended for the individuals to be able to implement the strategies learned on their own should they choose. There is no obligation to engage with the speaker during or after the class.
Do I need to register?
- Yes, so we can plan attendance and any accommodate attendees appropriately. Registration requires email only.
Who is presenting?
- Nick Andresen. He's a CFP®
and has been in the industry for more than 18 years providing complex (and straight-forward) planning strategies and has an in-depth background in investment strategies, tax strategies, and retirement income strategies. He's also presented at local universities and business associations. Learn more about Nick in the "About Me" section.
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"The best investment you can make, is an investment in yourself...
The more you learn, the more you'll earn"
- Warren Buffett
Register Now!
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