Before settling into retirement you owe it to yourself to attend this event!
Seating is limited and reservations are required!
Thursday, March 5th
6:30pm
This event will teach you strategies that may save you tens-of-thousands in retirement!
*Floyd, David. “Explaining the Trump Tax Reform Plan.” Investopedia, Investopedia, 4 Dec. 2019, https://www.investopedia.com/taxes/trumps-tax-reform-plan-explained/.
Can I improve my tax burden and get closer to a 'tax-free-retirement?'
Understand how recent tax law changes will affect your overall retirement savings.
How to protect your legacy from taxes when passing wealth to your heirs.
Can you prevent up to 85% of your Social Security being taxed?
How required minimum distributions can greatly affect your tax picture.
How to potentially eliminate certain taxes during retirement.
This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.
"One of the best workshops I've ever attended!"
Michael Alimo
A 30 year veteran, for the past 18 years' financial service advisor, Mr. Alimo, has served clientele around CT and New England at his company, USA Financial & Tax Services, LLC. Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries, universities, houses of worship and social organizations about a variety of financial and planning topics.
Raised in New York City and educated at New York institute of Technology, Michael has two grown children, both residing in Southern California.
This event is hosted by Usa Financial and Tax Services LLC.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
sabrina@usafinancialandtaxservices.com | 860.430.2138 | 39 New London Turnpike Suite 126 Glastonbury, CT 06033
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