Income Planning for Retirement

About The Lunch And Learn

Thank you for joining us! 

March 9th Lunch And Learn : 
Income Planning is just as important, if not more important, than your accumulation plan - Income Planning for retirement looks at all your income sources and includes tax strategies to help create a sustainable income that adjust for inflation while working to minimize taxes on your income.  Income Planning for retirement starts before retirement and continues throughout your retirement.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...
March 23rd - 12:15PM Basics of Estate Planning
April 13th - 12:15PM Roth Vs. Traditional 401 (k) & IRA’s - Are you maximizing your potential?
We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Todd Manternach


  • , ,