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EVENTS

Upcoming Events

September 16, 2021

2:00p - 3:00p

Lake Advisory Group Classroom

What You Don't Know About IRA Distributions Can Hurt You

There are a lot of changes to IRS tax codes, retirement plan rules, and Required Minimum Distribution (RMD) that directly impact your retirement accounts and it’s a challenge to stay current.  If you would like a no non-sense, concise review of the current rules and regulations and how they may affect you, this is the workshop for you!

Past Events

September 14, 2021

10:00a - 11:00a

Lake Advisory Group Classroom

What You Don't Know About IRA Distributions Can Hurt You

There are a lot of changes to IRS tax codes, retirement plan rules, and Required Minimum Distribution (RMD) that directly impact your retirement accounts and it’s a challenge to stay current.  If you would like a no non-sense, concise review of the current rules and regulations and how they may affect you, this is the workshop for you!

March 17, 2021

9:00a - 12:00p

Grand Oaks Resort

March 6, 2021

7:00a - 2:00p

Orange Blossom Hills Country Club

Event Registration