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May 2021

Tax-Smart Retirement Planning Event

May 18 @ 6:00 pm - 8:00 pm
River House Restaurant, 3015 River Road
Louisville, KY 40207 United States
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Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for. Topics include: Why taxes may be the biggest retirement risk you haven't planned for How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money Learn to protect your…

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Tax-Smart Retirement Planning Event

May 20 @ 6:00 pm - 8:00 pm
River House Restaurant, 3015 River Road
Louisville, KY 40207 United States
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Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for. Topics include: Why taxes may be the biggest retirement risk you haven't planned for How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money Learn to protect your…

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June 2021

Understanding Your Social Security Benefit Options

June 8 @ 6:00 pm - 8:00 pm
University of Louisville – Shelbyhurst Campus, 450 N. Whittington Pkwy
Louisville, KY 40222 United States
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One of the most important decisions you may make before retiring is when and how to claim your Social Security benefits. Learn important rules that could affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets. Topics include: How to properly file for Social Security benefits Ways to help maximize the amount your eligible to receive Ways…

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Living a Tax-Efficient Retirement

June 10 @ 6:00 pm - 8:00 pm
University of Louisville – Shelbyhurst Campus, 450 N. Whittington Pkwy
Louisville, KY 40222 United States
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This two-hour course offers strategies and methods designed to help for those who are preparing for retirement or are in the early stages of retirement and looking for ways to help reduce or potentially eliminate taxes owed from income. This course is designed to help take the confusion out of retirement planning and empower you to understand your finances and design a plan based on best practices. This course can show you ways to help  properly allocate your assets using…

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Understanding Your Social Security Benefit Options

June 22 @ 6:00 pm - 8:00 pm
Elizabethtown Community & Technical College, 600 College Street
Elizabethtown, KY 42701
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One of the most important decisions you  may make before retiring is when and how to claim your Social Security benefits. Learn important rules that could affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets. Topics include: How to properly file for Social Security benefits Ways to help maximize the amount your eligible to receive Ways…

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Living a Tax-Efficient Retirement

June 24 @ 6:00 pm - 8:00 pm
Elizabethtown Community & Technical College, 600 College Street
Elizabethtown, KY 42701
+ Google Map

This two-hour course offers strategies and methods designed to help  those who are preparing for retirement or are in the early stages of retirement and looking for ways to help reduce or potentially eliminate taxes owed from income. This course is designed to help take the confusion out of retirement planning and empower you to understand your finances and design a plan based on best practices. This course can show you ways to help properly allocate your assets using IRS…

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