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Join us for 2 hours of CE at our April meeting when we will discuss Social Security
and Retirement Planning. This material will be presented by Joseph Alfonso from
Aegis Financial Advisory. Materials for the meeting will be provided at the door.
Arrive early, 5:30 - 6-ish and enjoy dinner!

When: Monday, 04/23/2018
6:30 - 8:30 pm
Where: Denny's Restaurant - Banquet Room
15815 SE 82nd Drive
Clackamas, Oregon 
United States
Presenter: Joseph Alfonso
Contact: Yvonne A Schwartz

Online registration is closed.
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Join us for 2 hours of CE at our April meeting when we will discuss Social Security and Retirement Planning. This material will be presented by Joseph Alfonso from Aegis Financial Advisory. 
We will hear information from a certified tax professional that advises "tax-aware" planning to save clients money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing spendable retirement income. He will review these topics and calculate the tax benefits. Materials for the meeting will be provided.

Insider tip:  You're guaranteed handouts and your certificate for two hours of CE will be available more quickly if  you REGISTER for the class using the button above.

Upcoming meetings will include discussions on Foreign Income and Informational Security.



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