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Help Maximize Your Retirement Income with Income & Tax Planning


100 South Western Ave
Park Ridge, IL 60068 United States



April 2


6:30 pm - 8:00 pm

Join local advisor and CPA, Josh Bretl, for an event crafted just for retirees and those nearing retirement.

Learn the tools you need to help you create your own comprehensive retirement income plan as we discuss:

  • Determining how much income you will need in retirement and where it will come from
  • Using the 2018 tax law and SECURE Act to your advantage
  • Retiring with confidence that you can outlive your money
  • Allocating assets into accounts that create predictable income for life
  • Choosing the optimal time to start drawing Social Security benefits
  • Strategies to legally minimize the taxes you pay on your retirement income
This is not a sales presentation. These workshops are held as an introduction to our firm and to provide information to the community.

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