Critical Tax Decisions That Will Impact Your Retirement

During the 50 minute conversation Joe will guide you through the pitfalls and failing to understand how taxes work with retirement. “Markets go up and down but when you send a check to the IRS rarely is it returned!” This discussion will help you to better plan a strategy that gets the most out of your retirement by paying the IRS the right amount and at the right time.

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No charge, no honorarium, no mileage costs. This guest speaker is free to groups in Indianapolis!

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More Free Presentations by Joseph A. Clark CFP

Retirement is a Journey Not a Destination

During this 50 minute discussion Joe will share with you the three phases of finance that every successful retiree will go through in their financial journey. He will...

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Free Speakers Indianapolis is a pro bono speakers bureau. Since 2016, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Indianapolis area. Learn more about how it works.