With Holly Peterson and Kaden Peterson


Dates & Location:

TWIN FALLS, IDAHO

Monday April 30, Twin Falls – 11:00am
Red Lion Hotel Conference Room – 1357 Blue Lakes Blvd N, Twin Falls, ID 83301

IDAHO FALLS, IDAHO

Tuesday May 1, Idaho Falls, ID 6:00pm
College of Eastern Idaho – Building #6, Room 6259 – 1600 S 25th E, Idaho Falls, ID 83404

POCATELLO, IDAHO

Monday April 30, Pocatello – 6:00pm
ISU – Building #14, 3rd floor room 308C – 1095 Caesar Chavez Pocatello, ID 83201

 


Wednesday May 2 Twin Falls, ID 6:00 pm
Red Lion Hotel Conference Room – 1357 Blue Lakes Blvd N, Twin Falls, ID 83301

Wednesday May 2, Idaho Falls, ID 11:00am
College of Eastern Idaho – Building #6, Room 6259 – 1600 S 25th E, Idaho Falls, ID 83404

Tuesday May 1, Pocatello – 11:00 am
ISU – Building #14, 3rd floor room 308C – 1095 Caesar Chavez Pocatello, ID 83201

 

 

An Important Discussion On Retirement Strategy:

Questions to consider:

  • Every investment book will tell you to diversify to avoid risk, but how are you diversifying against your tax risk?
  • Are you concerned with the National Debt and how a tax increase might affect your retirement plan?
  • What if we could show you a way to achieve most of the market upside without taking any of the risk?

Other Major Factors:

  1. Current US debt. The national debt, Tax revenue vs Major Spending
  2. Historical Tax brackets
  3. Investment Categories (Tax-Deferred, Tax-Free, Taxable)
  4. Using Tax Preferred Strategies

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