Want more info on the recent tax changes? Join us at this month's Sunrise Santee for a presentation by New York Life Insurance on "Breaking the Tax Cycle"
Whether you are a business owner or employee, knowing how to break the tax cycle is key. Why break the tax cycle? This helps with creating liquidity in our working years, and maximizing our income in retirement. At this Sunrise Santee, Jaye Lee Goodin and Eddie Wall will discuss how to keep more of your hard earned money by effectively saving for retirement in the most tax efficient ways. These strategies work alongside company benefits, group benefits and personal planning as well. They look forward to sharing a proven strategy that complements any portfolio.
There is a $15 charge for Santee Chamber Members and a $20 charge for Potential Members. This price includes breakfast and a presentation.