Tax Traps & Opportunities for Retirees Workshop–and a Free Pizza Lunch!
We all have to pay our fair share of taxes, but we don’t have to give the IRS or the state a tip!
But many newly retired folks make mistakes with their tax returns by falling into one or more “tax traps” or simply missing out on potential tax savings opportunities.
Join us for a free Lunch & Learn on Monday, November 10th from noon-1 at Lefty’s Alley and Eats. Enjoy a pizza lunch while learning about Tax Traps and Opportunities for Retirees.
You may still have time this year for some tax planning or savings before the clock strikes midnight on New Year’s Eve. Don’t miss out on a tax savings opportunity for this year–and learn how to plan ahead for a tax-efficient 2026.
RSVPs are required due to limited seating (and to make sure we have enough pizza!). Call Safe Harbor Financial Advisors at 302-313-6644 to save your spot, or use our handy on-line form at www.safeharborfinancialadvisors.com/free-workshop . You can learn more about Safe Harbor at www.SafeHarbor.financial.
