Fall 2023 Retirement Seminar

Thanks to everyone who came out to our fall seminar: Milestones to Retirement! In case you missed it, or want to send the information on to a friend, you can find the handouts below. If you have any questions, let’s talk.

Milestones to Retirement Checklist

An overview of landmark ages to keep in mind.

Download as a PDF

Handout: Social Security & Medicare

2023 Fall Seminar Handout by Tracy Wells

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Handout: Retirement Income

Changes from SECURE Act 2019 and beyond by Chris Nadler.

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Handout: Inheriting IRAs

Changes from SECURE Act 2019 and beyond by Tim Hilterman.

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