Plan Well, Retire Well with DROP
Get the insights you need to confidently plan for retirement. During this session, you’ll explore how to estimate your retirement needs, discover strategies to help you reach your goals, and learn how the Deferred Retirement Option Plan (DROP) can be a key part of your overall plan.
May 15, 2025
11:30 am
In-Person Seminar
LaRosa's, 2411 Boudinot Ave., Cincinnati, OH 45238
Plan Well, Retire Well with DROP
Get the insights you need to confidently plan for retirement. During this session, you’ll explore how to estimate your retirement needs, discover strategies to help you reach your goals, and learn how the Deferred Retirement Option Plan (DROP) can be a key part of your overall plan.
May 15, 2025
6:00 pm
In-Person Seminar
LaRosa's, 2411 Boudinot Ave., Cincinnati, OH 45238
Tax Reduction Strategies During Retirement
Retirement doesn’t mean your tax planning is over – it’s just beginning. In this session, you’ll uncover how lost deductions can impact your tax bill, debunk common myths about taxes in retirement, and understand the tax implications of working while receiving Social Security. We’ll also break down how recent tax law changes could affect your income and investments – and help you determine when, why, and how to invest with confidence.
June 12, 2025
11:30 am
In-Person Seminar
LaRosa's, 2411 Boudinot Ave., Cincinnati, OH 45238
Tax Reduction Strategies During Retirement
Retirement doesn’t mean your tax planning is over – it’s just beginning. In this session, you’ll uncover how lost deductions can impact your tax bill, debunk common myths about taxes in retirement, and understand the tax implications of working while receiving Social Security. We’ll also break down how recent tax law changes could affect your income and investments – and help you determine when, why, and how to invest with confidence.
June 12, 2025
6:00 pm
In-Person Seminar
LaRosa's, 2411 Boudinot Ave., Cincinnati, OH 45238