Bridging the Information Gap Workshop: Smart Tax Moves to Protect Your Business
Name:
Bridging the Information Gap Workshop: Smart Tax Moves to Protect Your Business
Date:
February 29, 2024
Time:
10:00 AM - 11:00 AM EST
Website:
REGISTER HERE
Event Description:
Join us for an educational seminar to learn what you need to know to protect your business, your retirement, and your family legacy.
Steven Anzuoni, RICP®, Cape Cod’s Retirement Income Specialist and radio show host of Ready, Set, Retire on WXTK 95.1, will share with you tax tips to protect your wealth and your business.
Learning Objectives:
About the Speaker:
A graduate of Norwich University, Steve began his insurance and financial career in 1986 with John Hancock and was consistently ranked in the top 5% of the company.
He started Fairway Financial in 1999 to serve his clients more objectively and holds his RICP® designation from the American College. He has appeared on NECN, FOX Business, and NBC and is the host of “Ready Set Retire” Radio on 95.1FM WXTK on Saturdays at 6 a.m. He routinely conducts live workshops on topics like retirement income and Social Security and has written articles for Forbes.com and US News and World Report. He is also the author of a national bestselling book, “Tee Up Your Retirement”.
He resides in Plymouth, MA, with his wife, Tracy, and has two children. He enjoys golf, hockey, and hosting players of the Cape Cod Baseball League during the summer.
Steven Anzuoni, RICP®, Cape Cod’s Retirement Income Specialist and radio show host of Ready, Set, Retire on WXTK 95.1, will share with you tax tips to protect your wealth and your business.
Learning Objectives:
- Taxes - Where can you put your money now to help protect it from Uncle Sam and future tax hikes?
- Inflation - Will the yields on your savings and investments be able to keep up with rising inflation?
- Retirement Income - How will you replace your paycheck? What’s better, tax-free or tax deferred investments?
- Roth Planning - What's all the talk about? Should you do it?
About the Speaker:
A graduate of Norwich University, Steve began his insurance and financial career in 1986 with John Hancock and was consistently ranked in the top 5% of the company.He started Fairway Financial in 1999 to serve his clients more objectively and holds his RICP® designation from the American College. He has appeared on NECN, FOX Business, and NBC and is the host of “Ready Set Retire” Radio on 95.1FM WXTK on Saturdays at 6 a.m. He routinely conducts live workshops on topics like retirement income and Social Security and has written articles for Forbes.com and US News and World Report. He is also the author of a national bestselling book, “Tee Up Your Retirement”.
He resides in Plymouth, MA, with his wife, Tracy, and has two children. He enjoys golf, hockey, and hosting players of the Cape Cod Baseball League during the summer.
