One of our main goals at Secured Retirement is to help educate all retirees and retirees to be about their finances and help facilitate the best decisions about retirement for each family.
We have many tools to help us accomplish this goal, webinars, lunch and learns, the weekly newsletter, the radio show. By far our greatest tool to reach the most people is the TaxSmart™ Retirement Summit.
We hold a large scale seminar semi-annually featuring a keynote speaker that is THE expert on some aspect of retirement. Due to the pandemic we haven’t been able to to hold this event, but the TaxSmart™ Retirement Summit is back now.
If you haven’t participated before, this is the summit you don’t want to miss. The keynote speaker will be none other than America’s IRA Expert Ed Slott. He is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He has been named “The Best Source for IRA Advice” by The Wall Street Journal. If you have an IRA or 401(k), come get some advice from the definitive IRA expert.
The Annual Tax Summit 2021 will be held September 30th, 7pm at the Park Place Double Tree. We are so excited to see all of you in person and even more excited to introduce you to Ed Slott.