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Investing and Taxes in Retirement
Whether you're just starting to think about retiring or already retired, come learn about how things change when you've shifted gears from saving to spending. We'll focus on: How your portfolio should change in retirement, Strategies for reducing lifetime tax liability, and Efficiently gifting to family and charity.
Date and Time
Tuesday Jun 23, 2026
6:30 PM - 8:00 PM CDTJune 23 from 6-8pm
Location
Preece Financial Services - 214 S Forrest St Stoughton, WI 53589
Fees/Admission
Free, but please register at preecefp.com/workshops
Website
Contact Information
Austin Preece
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