Breakfast and Learn with Northwestern Mutual

Description

Join Northwestern Mutual for a talk on planning for a modern retirement. Continental Breakfast served.

1. Budgeting – Most people don’t keep a budget sheet or even know how to track monthly cash flows effectively.
2. Tax efficiency in retirement – we will talk through strategies to reduce taxes when taking money out of our retirement and investment accounts.
3. Asset location – We will educate on where we can hold our assets and the tax implications associated with that.
4. Legacy Planning – Education on how to transfer our assets to our heirs in the most tax efficient way. Keep our estate out of probate.
5. General Questions – We will open the floor to answer any questions that community members may have.