Don't be unaware of changes:
Taxes & RMD Info Session
How will taxes and RMDs affect your retirement? What changes can you expect in 2023? Learn what you can do to take control of your retirement future.
During this FREE class, you will:
Learn wealth strategies so you can spend more of your money, enjoy your life and help those you care about.
Discover ways to lower future tax responsibilities.
Class Details
Bend, Downtown Library Brooks Room
Is this class for you?
If you are retired or wanting to retire in the next 5 years, this class is for you.
If you think taxes are going to go up in your lifetime, this class is for you.
If you want to get the most out of your retirement plan, this class is for you.
Jacob Green
Author & Financial Advisor
Meet Your Speaker
Jacob Green began crafting financial strategies to help meet the complex needs of families more than a decade and a half ago — and his commitment to their lasting financial goals has only grown stronger since. As president of Green Tree Wealth, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients. Every meeting begins with one simple question: "How do you want to spend the rest of your life?"
Find out how 2023 tax and RMD changes will affect you.
Complete the form below to register now!
January 18, 2023 | 6:15 PM
Bend, Downtown Library Brooks Room
601 NW Wall Street
Bend, OR 97703
©2023 Green Tree Wealth, Inc.