Living a Tax Free Retirement - Financial education workshop
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Name:
Living a Tax Free Retirement - Financial education workshop
Date:
October 15, 2025
Time:
4:00 PM - 6:00 PM MDT

Event Description:
This Financial education workshop is being hosted by the Evergreen Public library as part of the financial literacy outreach. I will be speaking on key issues that impact social security benefits, how to avoid excess taxation of this income stream and how to re allocate your investment portfolio including your retirement assets to generate more tax free income for your retirement years. Pizza and water will be available as light refreshments during this free workshop.