Broker Check
20 Sept
Free Educational Workshop

Description

Silvestri Financial & Tax Advisors, Inc will be hosting a free educational workshop at St Ignatius Church, located @ 533 E. Jarrettsville Rd, Forest Hill, MD. The workshop will take place in the Madonna Room located at the St Ignatius Parish Center.

 

The date: Thursday, October 24th beginning @ 7:00 PM.  All Parishioners 18 years old and over are invited. 

 

The workshop will focus on the following topics:

 

  • Social Security Benefit claiming strategies
  • No risk investment options that also provide a guaranteed lifetime income benefit
  • Traditional Vs ROTH IRAs
  • Tax benefits of Qualified Charitable Distributions
  • Tax efficient strategies for income distribution in retirement

 We’ve designed this workshop to be informative for all ages. Questions are encouraged.

 Due to the limited seating capacity of the Madonna Room, we kindly ask that you register by visiting our website at @ www.sfandt.com (the Events Tab ) to learn more about our firm and the retirement planning and investment advisory services we provide or if you prefer you can register using the QR code below.

Please visit our website at www.sfandt.com to learn more about our firm and the retirement planning and investment advisory services we provide.

Thank you and we look forward to seeing many of you on the 20th.

Date and Time

Wed, Sep 20, 2023

7:00p - 9:00p EST

Location

Parish Center in the Madonna Room

533 E Jarrettsville Rd
Forest Hill 21050
View on Map
PT2H

Event Registration

Will you be able to attend this event?