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Upcoming events & holiday closings


MARCH


Virtual Seminar: Social Security
Presenter: Waldean Wall, MSFS, ChFC, EA
V.P., Advanced Markets
Topics Include:
• Income benefits
• Tips on working in retirement
• Tax implications of spousal and survivor benefits
• Medicare
 
Tuesday - March 9, 2021

April


Virtual Seminar: Three Tax Issues in Retirement
Presenter: Waldean Wall, MSFS, ChFC, EA
V.P., Advanced Markets
Topics Include:
• Deferring withdrawal from retirement accounts
• Taxable circumstances for surviving spouse
• 10 year withdrawal rule for non-spouse beneficiaries
 
Tuesday - April 13, 2021