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23 Jan
Living a Tax-Free Retirement


This two and half hour course offers real world strategies and methods designed for those who
are preparing for retirement or are in the early stages of retirement and looking for ways to reduce
or even eliminate taxes owed from income. This course is designed to take the confusion out of
retirement planning and empower you to understand your finances and design a plan based on sound
principles and safe practices. This course will show you how to properly allocate your assets using
IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to
properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout
your retirement, and how to take advantage of little known investment vehicles that will help you both
achieve your tax free retirement goals and leave a legacy to your loved ones as well.

Date and Time

Thu, Jan 23, 2020

6:00p - 8:30p EST


Maryville College-Bartlett Hall

Room 101
5012 E. Lamar Alexander Pkwy
Maryville, TN 37804


Lambert Wing

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