Events

Five Phases of an IRA - Hosted by the South Shore Group

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Dye's Walk

2080 S State Road 135 Greenwood, IN

Attend this event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At Five Phases of an IRA you will discover strategies for reducing the taxes you and your heirs could pay.

During this session, we’ll also explore the latest economic and financial data to help you invest with greater confidence.

This session is hosted by the South Shore Group. Join us for an evening of community service, dinner, and a presentation by Scott Poore. The service project begins at 5:30 pm, where we'll assemble bouquets for seniors, followed by dinner at 6:30 pm and a presentation.

Please use the link to RSVP by Thursday, May 14th. If you have any questions, please call our Greenwood Office at 317-215-2297.

No products will be sold.

Five Phases of an IRA - Hosted by the South Shore Group

Dye's Walk

2080 S State Road 135 Greenwood, IN

link

104518

Register

Attend this event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At Five Phases of an IRA you will discover strategies for reducing the taxes you and your heirs could pay.

During this session, we’ll also explore the latest economic and financial data to help you invest with greater confidence.

This session is hosted by the South Shore Group. Join us for an evening of community service, dinner, and a presentation by Scott Poore. The service project begins at 5:30 pm, where we'll assemble bouquets for seniors, followed by dinner at 6:30 pm and a presentation.

Please use the link to RSVP by Thursday, May 14th. If you have any questions, please call our Greenwood Office at 317-215-2297.

No products will be sold.

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