ABOUT TRUST ONLINE
11600 Century Oaks Terrace, Austin, TX 78758
10910 Domain Dr., Suite 100 Austin, TX 78758
Join us to hear the latest strategies for achieving a successful retirement! These solutions have been created to work in today's world for today's retirees!
Come join The Retirement Guys, featured Financial Talk Show Host and Investment Professional, Greg Schroen, along with Shep Strong attorney, and Barry Alexander, CPA. We would like you to be our guest for a retirement workshop. This exclusive event has been designed especially for local residents that are between 55 and 75 years old. It covers important topics that are critical in retirement. We will talk about the real issues affecting retirees, things such as protecting your nest egg, minimizing taxes, and maximizing your income.
Our workshop isn't yesterday's news! It is filled with the latest strategies and techniques that retirees can use today. We understand that it is difficult to keep up with the ever changing rules and laws affecting taxes, medical benefits, and retirement income. We will review these items and others that may affect you including:
1. How to get control of your investment accounts in today's markets!
2. Why many retirees buy long term care insurance when they don't have to.
3. How to let your kids adapt your IRA after you die.
4. One thing you can do now to allow your IRA to grow tax free.
5. How to reduce or eliminate the taxes you pay.
6. What to do now with your living trusts under the new tax laws.
Our workshop is 100% educational and you are under no cost or obligation whatsoever. You are entitled to bring up to 3 guests with you. If married, bring your spouse and invite two additional adult guests whom you feel would benefit from this workshop.
Please use the form below to register for the upcoming event that you would like to attend. We will call you and confirm your reservation.