Members Encouraged to Attend Workshop “Tax Planning for Retirement”
Marshfield Medical Center Credit Union (MMCCU) will host a “Tax Planning for Retirement” workshop in partnership with Neufeld Capital Management on February 19 at MMCCU.
The workshop will begin at 4:30pm and feature speaker Chris Neufeld, Investment Advisor Representative and Tax Consultant. Anyone within 10 years of retirement or already retired is encouraged to attend.
Neufeld will educate members on new tax laws, help members make informed decisions and capitalize on tax savings, and explain income and distribution planning.
“As members make the transition from working to retirement, there are many changes that can impact your financial situation. While you may think it’s best to go it alone, meeting with a qualified financial advisor can help understand all the nuances within tax law and financial planning,” said David Murphy, MMCCU VP of Finance & Risk. “We are happy to make this workshop available to our members to be better equipped to make this transition.”
Other financial workshops will be held in the upcoming months, each featuring a different topic. Visit www.mmccu.com to learn more.
To register for this event, please call 715-316-4832.