Instructors: Conrad B. Hjort, Brian J. Johnson You have spent a lifetime accumulating assets and deferring taxes. Now it is time to pay! Join us as we discuss practical steps you can use to manage your taxes both now, and in the future. We will review how social security is taxed, Roth conversions and pending tax changes. Bring your questions. Don’t just retire, be confident!

With so many investment choices to choose from, how do you make a decision? This class will review investments available and how to choose which one is right for you. We will also discuss annuities: when they work, and when they don’t! We will discuss drawing income from investments and managing risk. Join us for an engaging presentation. Don’t just retire, be confident!