Live (virtual) Event – Taxes & Retirement

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

Register for January 12!

 

Wednesday, January 13

10:30 – 11:15 AM

Register for January 13!

 

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