Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 19, 2023
6:30p - 7:30p
Case Memorial Library
Reduce Taxes In Retirement
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime. We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
June 13, 2023
6:30p - 8:30p
Edith Wheeler Memorial Library
Taxes in Retirement
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime. We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
October 27, 2022
6:30p - 7:30p
TBD
Taxes in Retirement
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the workshop, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
October 25, 2022
6:30p - 7:30p
TBD
Taxes in Retirement
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the workshop, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
September 22, 2022
6:30p - 7:30p
Great River Country Club
How to Retire in the 0% Tax Bracket Dinner and Discussion with Best-Selling Author, David McKnight
Join Milford Financial as we host Retirement Strategist and Best-Selling Author, David McKnight for an educational event around his best-selling books, The Power of Zero, Look Before you LIRP and Tax-Free Income for Life.
August 25, 2022
6:30p - 7:30p
Milford Place Corporate Center
Taxes in Retirement
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the workshop, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
August 23, 2022
6:30p - 7:30p
Milford Place Corporate Center
Taxes in Retirement
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the workshop, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.