7 things you need to know in preparation for the Biden administration
When (2 dates to choose from):
- Tuesday, January 12, 2021 (7:00 PM)
- Thursday, January 13 2021 (10:30 AM)
Where:
Virtual (join us from wherever you’re most comfortable!)
Hosted by:
Tracy Burke, CFP®, ChFC®
Partner & Investment Consultant
Michael Hoyle, CFP®
Senior Client Relationship Specialist
This program is essential for:
- Retired or planning to retire within the next 5 years
- Those concerned about income taxes in retirement
You will learn how to:
- Create tax-efficient retirement income
- Minimize your tax exposure
Tuesday, January 12
7:00 – 7:45 PM
Wednesday, January 13
10:30 – 11:15 AM
Contact
Michael Hoyle
michaelhoyle@devjay.conradsiegel.com
(239) 325-1866
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
About Conrad Siegel
As a SEC Registered Investment Advisory (RIA) firm, Conrad Siegel operates on a fee-for-service structure. This simply means that you only pay for the service we provide and that’s it. As a fiduciary, it means that not only do we believe that working in your best interest is the right thing to do, but we’re legally required to do so. Get to know us here
