There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an
IRA to discover strategies for reducing the taxes you and your heirs could pay. Dinner will be provided at no cost to those who RSVP in advance. Hosted by Taylor Agee and Randy Austin. Pre-registration is required and begins August 28. Ages 18+. For more information or to register, call 901-757-7323 or visit the Information desk.