Tax Planning Workshop Available for Members

Marshfield Medical Center Credit Union > Blog > Tax Planning Workshop Available for Members

MMCCU has partnered with Neufeld Capital Management to provide helpful financial information and workshops for our members. We will be hosting our next workshop on Tuesday, April 2nd at both Noon and 5:30pm and will cover Tax Planning in Retirement. It will last about 45 minutes and there will be food and drinks provided.

There’s so many changes in how you’re taxed once you enter retirement,” said Trevor Neufeld, Financial Advisor. “Whether you’re already retired or getting close to retirement, we’re going to discuss those changes and what you can do to take advantage of them, as well as possible upcoming changes to current tax laws, and ultimately dive into what you can do to lower your taxes, decrease health care premiums, and get the most out of your Social Security.

If you’d like to attend, please call Trevor directly to RSVP at 715.389.8663. Thank you!

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