Retirement Planning

Chris Bird - Solid Investment and Retirement Strategies for Realtors® in 2017

Hold on to your seats as Chris shares with you his insights as an ex-IRS agent and a Certified Financial Planner.  Learn the secrets to maximizing pre-tax investments, strategic tax planning, recent tax law updates and how they affect you and much, much more!  

This session is designed to help you learn:

  • Why IRA's can work for you... You NEED to know this!
  • How you can harness the powerful financial benefits of the ROTH IRA  and the ROTH 401(k)
  • How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
  • How to understand College 529 Plans- and what you can do for your children or grandchildren
  • Smart Investment and Retirement strategies everyone should know
  • How to maximize self employed retirement plans- and discover a tax savings bonanza!
  • How to understand and use wills and trusts and what they mean to your precious heirs
  • How to understand the most recent Estate and Gift tax issues

     

 

Interested: 

Chris Bird - Solid Investment and Retirement Strategies for Today's Manager/Broker®

In this fast paced session Chris reveals recent tax law updates, the secrets to maximizing pre-tax investments, strategic tax planning, retirement issues facing Broker/Owners and more.  

This session is designed to help you learn:

  • Why IRA's can work for you ...You NEED to know this
  • How you can harness the powerful financial benefits of the ROTH IRA
  • How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
  • How to understand College 529 Plans- and what you can do for your children or grandchildren
  • Smart Investment and Retirement strategies everyone should know
  • How to maximize self employed retirement plans- and discover a tax savings bonanza!
  • How to understand and use wills and trusts and what they mean to your precious heirs
  • How to understand the most recent Estate and Gift tax issues 
  • The health savings account and how it can work for your family
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Interested: 
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