Broker Check

Events

September 24, 2019

1:00p - 2:30p

Turf Valley Resort, Ellicott City, MD

L-2019 Retire Seminar - Tax Strategies

The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and light refreshments are provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

 

September 24, 2019

6:30p - 8:00p

Turf Valley Resort, Ellicott City MD

D-2019 Retire Seminar - Tax Strategies

The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and light refreshments are provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

 

October 30, 2019

7:00p - 8:30p

Evergreen Country Club - Haymarket VA

Ev-2019 Retire Seminar - Tax Strategies

2019 Retirement Seminar The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and light refreshments are provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

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