Bill Corley, CFP, RICP | 850 Iron Point Road | Suite 104 | Folsom CA | 95630 (916) 223-4023

Our next workshop in Folsom is June 12th 2024.

How to Create a Tax-Free Retirement 


Learn how to create a tax-free retirement plan before you retire and escape the tax mistakes most people make. You will be facing inflation and health care costs in retirement, but you can bypass the IRS attack on your sizeable nest egg with careful planning.

In this workshop you will learn how to avoid taxes on your withdrawals, mandatory distributions, and Social Security.

Question/answer period is included.  Preregistration is mandatory.

Click here to register:



Time: 6:30 pm - 8:30 pm
Days: Wed
Folsom Community Center
52 Natoma Street
Folsom, CA, 95630
(916)461-6620

WHY ATTEND THIS WORKSHOP?

HOW TO AVOID THE TAX BOMBS IN YOUR RETIREMENT

I offer these workshops to help people plan for retirement income, expenses and taxes.

Creating a monthly income that lasts throughout retirement can be tricky.

A wrong decision (or lack of planning) could subject you to unnecessary taxes and penalties.

Call Bill at (916) 223-4023

Watch Bill introduce the Retirement Income workshop.

Have a Question?

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