LAKE MARY - Retirement & Financial Planning Educational Workshop
Tue, Apr 27 | Hyatt Hotel

LAKE MARY - Retirement & Financial Planning Educational Workshop

Have you found yourself thinking more and more about your financial future and retirement?
Registration is Closed

Time & Location

Apr 27, 5:30 PM – 6:20 PM
Hyatt Hotel, 1255 International Pkwy S, Lake Mary, FL 32746, USA

About the Event

We'll discuss:

  • The Secure Tax Act - What It Means to You
  • Organizing for Retirement
  • Budgets that Work
  • Lowering Taxes in Retirement
  • No Tax DROP Transfers
  • FRS Pension options
  • Options available when exiting
  • DROP Paperwork Navigation
  • 403(b) or 457(b) - when should you begin taking withdrawals
  • Social Security and Medicare Updates
  • Health Insurance Subsidy Credit
  • Bencor (educational employees) options!

Registration is Closed

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*WM Durham Associates is a member of Retirement Benefits Council