Events and Workshops

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Workshops

  • Thu
    19
    Jul
    2018

    How to Avoid Losing Part of Your IRA to Taxes

    6:00 pmAlpharetta, GA

    Looking for a healthy, tax-efficient retirement income AND the peace of mind that comes with it?

    Retirees often overlook tax planning, but taxes are a critical piece of retirement planning. The general rule is that you want to pay your tax bill when your rate is the lowest. There are some strategies that can lower your overall tax burden.

    If you don't have a plan to protect your retirement savings you cannot afford to miss this one-hour FREE workshop.

    At the class you will discover how Required Minimum Distributions (RMDs) can impact your taxes AND Social Security, and how to transfer IRA assets tax free.

    Ready to secure your retirement and financial future for good?

  • Thu
    26
    Jul
    2018

    How to Avoid Losing Part of Your IRA to Taxes

    6:00 pmAlpharetta, GA

    Looking for a healthy, tax-efficient retirement income AND the peace of mind that comes with it?

    Retirees often overlook tax planning, but taxes are a critical piece of retirement planning. The general rule is that you want to pay your tax bill when your rate is the lowest. There are some strategies that can lower your overall tax burden.

    If you don't have a plan to protect your retirement savings you cannot afford to miss this one-hour FREE workshop.

    At the class you will discover how Required Minimum Distributions (RMDs) can impact your taxes AND Social Security, and how to transfer IRA assets tax free.

    Ready to secure your retirement and financial future for good?

About Our Workshops

At Albertson Financial, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.