Wed, Apr 15
|https://zoom.us/j/690847445
Bill 22 Retiree - Live Webinar - 3:00pm
1) How do I execute a commuted value transfer? 2) How do I minimize the taxes on my transfer? 3) How do I guarantee my income while still taking advantage of the current growth opportunities?
Time & Location
Apr 15, 2020, 3:00 p.m. – 4:00 p.m. MDT
https://zoom.us/j/690847445
Guests
About the Event
Key note speaker will be Dan Dyck, founder of Solomon Financial Corporation.
Dan has been in the investment business since 1994. He has the advantage of having been through multiple market cycles.
We hope you tune in to hear some of the great information he has to share.
Here are the topics we will cover
1) How do I execute a commuted value transfer?
2) How do I minimize the taxes on my transfer?
3) How do I guarantee my income while still taking advantage of the current growth opportunities?