Lunch and Learn

Speaker: Thrivent
-When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check.
-During this workshop we will discuss what your options are for saving for retirement while considering tax efficiency, tax diversification, and your tax bracket. We will discuss some tax basics to be aware of and how the various ways you can save your money are affected by taxes. After this initial discussion, we will explore how small business owners can provide benefits for their employees while being tax efficient and some of the benefits available through the SECURE ACT 2.0.

On the 3rd Tuesday, we will gather for a Lunch and Learn. 
 

We are excited to host a guest speaker at a local restaurant for a unique opportunity to learn about our community, local businesses, and neighbors. Our guest speaker will present a 15-20 minute talk on a topic they are passionate and knowledgeable about, offering valuable insights.

After the presentation, you'll have time to socialize, connect, and network with fellow members. This is a fantastic chance to engage with your local community, build relationships, and support each other. We hope to see you there!