Event Date and Time
to
Description
Paula Petersen of Legacy Unlimited Financial Services will hold a Q&A for seniors, answering questions on topics ranging from How the TCJA of 2017 (Tax Cut And Jobs Act) impacted RMDs (Required Minimum Distributions) and Inherited IRAs to Social Security, and Fixed Income & Tax Savings strategies.
Paula is committed to taking the time to understand your unique needs & offers personalized investment solutions that are designed to help meet lifetime goals, helping you define the legacy you would like to leave behind!
For adults 60+.
Mezzanine Meeting Room
Audience
Event Contact
Mary Barbour
[email protected]
970-920-5432