Many people cost themselves thousands of dollars in excess taxes, fees, and inefficient planning. We encourage you to attend this event to ensure you have all of your bases covered. Most advisors would just prefer to sell you something rather than help you plan for your future.
Tag: workshops
Are You Prepared for a Life-Changing Event?
Oliver Asset Management is excited to host TRUSTS FOR ALL SEASONS – AND ALL REASONS, a workshop focusing on Estate Planning.
Strategies for Maximizing Your Income & Reducing Taxes In Retirement Workshop
This is a fun and informative workshop covering many different topics important to those over age 50. With the changing tax rules and financial landscape, it’s important to understand the potential impact of taxes and how they can affect your retirement income. Proper planning could help you reduce the taxes you pay in retirement so […]
Strategies for Maximizing Your Income & Reducing Taxes in Retirement Workshop
This is a fun and informative workshop covering many different topics important to those over age 50. With the changing tax rules and financial landscape, it’s important to understand the potential impact of taxes and how they can affect your retirement income. Proper planning could help you reduce the taxes you pay in retirement so […]