2018 Tax Changes and Your Retirement: An Overview of the 2018 Tax Cuts & Jobs Act
The 2018 Tax Changes and Your Retirement Goals
Join Seth Borders, Certified Financial Planner** (CFP®), CUSO Financial Services, L.P. ("CFS")* Senior Financial Advisor for a complimentary, no obligation seminar.
- New tax brackets and thresholds
- Changes to deductions and credits
- How taxes affect financial planning
Seating is Limited to the first 100 people.
Continental breakfast will be served. Plenty of FREE parking!
Can’t make it to the event? We have Financial Advisors in several local regions. See which area is closest to you, and book a complimentary, no obligation financial review today!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax advice. For specific tax advice, please consult a qualified tax professional.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.