You’re invited to our Making Sense of Retirement Distributions Learning Event on June 11, 2019

It can be daunting trying to make sense of retirement distributions, income sources, penalties and more.  This session is a no-cost, no-obligation opportunity to learn more and share ideas!

This interactive learning event is appropriate for those nearing retirement age. FSG clients and guests as well as community visitors are welome to attend. Seating is limited to the first 15 registrants. Please register below.

In this session you will hear about:

  • Taxation of different types of distributions
  • Timing of different distributions
  • Sustainability of distributions
  • Penalty-Free distributions
  • Required Minimum Distributions (RMDs)
  • Qualified Charitable Distributions (QCDs)
  • Integration with Social Security

Your facilitator: This session will be led by CERTIFIED FINANCIAL PLANNER™ professional, Justin Moilanen. Justin is a lead advisor with Financial Service Group. Learn more about Justin.

Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.

Register for this Event

Making Sense of Retirement Income Distributions

Date: Tuesday, June 11, 2019

Time: 6 p.m. to 7:30 p.m.

Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406

retirement distributions

 

 

 

 

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