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BEGIN:VEVENT
DTSTART:20230309T223000Z
DTEND:20230310T003000Z
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SUMMARY:Taxes In Retirement
DESCRIPTION:Join Jason C. Lee\, President of Gilliland Lee Financial Group\, Inc. for an informational workshop covering "Taxes In Retirement".\n\n\n\nIf you are nearing retirement or already retired\, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation.\n\n\n\nDisclosures\n\n	Jason C. Lee is a licensed registered representative in the states of CA\, FL\, MD\, MI\, OH\, TX and VA.\n	Jason C. Lee is a licensed investment adviser representative in the states of CA\, FL\, MI\, OH and TX. \n	Jason C. Lee is licensed to sell insurance\, annuities\, & securities.\n	Jason C. Lee offers securities through Parkland Securities\, LLC\, member FINRA/SIPC.\n	Gilliland Lee Financial Group\, Inc. located at 6525 W. Campus Oval Ste. 125\, New Albany\, OH 43054    Phone: 614-798-0508\n	Fee-based investment advisory services offered through Sigma Planning Corporation\, a registered investment advisor.\n	This is not intended to be a sales seminar.  The purpose of this seminar is to provide you with general information on Taxes in Retirement.\n	There will be an opportunity to schedule an appointment for an individual consultation at the end of this seminar which may result in a recommendation of specific financial products that may help you achieve your financial goals.\n	There is no obligation to schedule an appointment or purchase a product.\n\nThe presenter is in no way employed by\, affiliated with\, or endorsed by the IRS\, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent\, CPA\, or attorney before implementing any of the strategies discussed herein.  All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer or sale or purchase of any specific security or insurance product.
X-ALT-DESC;FMTTYPE=text/html:<br />\nJoin Jason C. Lee\, President of Gilliland Lee Financial Group\, Inc. for an informational workshop covering &quot\;Taxes In Retirement&quot\;.<br />\n<br />\nIf you are nearing retirement or already retired\, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation.<br />\n<br />\n<span style="font-size:8.0pt\;">Disclosures</span>\n<ul>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Jason C. Lee is a licensed registered representative in the states of CA\, FL\, MD\, MI\, OH\, TX and VA.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Jason C. Lee is a licensed investment adviser representative in the states of CA\, FL\, MI\, OH and TX. </span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Jason C. Lee is licensed to sell insurance\, annuities\, &amp\; securities.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Jason C. Lee offers securities through Parkland Securities\, LLC\, member FINRA/SIPC.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Gilliland Lee Financial Group\, Inc. located at 6525 W. Campus Oval Ste. 125\, New Albany\, OH 43054&nbsp\;&nbsp\;&nbsp\; Phone: 614-798-0508</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">Fee-based investment advisory services offered through Sigma Planning Corporation\, a registered investment advisor.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">This is not intended to be a sales seminar.&nbsp\; The purpose of this seminar is to provide you with general information on Taxes in Retirement.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">There will be an opportunity to schedule an appointment for an individual consultation at the end of this seminar which may result in a recommendation of specific financial products that may help you achieve your financial goals.</span></li>\n	<li style="color:black\;margin-left:0in\;line-height:120%\;"><span style="font-size:8.0pt\;">There is no obligation to schedule an appointment or purchase a product.</span></li>\n</ul>\n<span style="color:black\;"><span style="font-size:8.0pt\;">The presenter is in no way employed by\, affiliated with\, or endorsed by the IRS\, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent\, CPA\, or attorney before implementing any of the strategies discussed herein.&nbsp\; All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer or sale or purchase of any specific security or insurance product.</span></span><br />\n&nbsp\;
LOCATION:College Town House Meeting Room
UID:e.304.17673
SEQUENCE:3
DTSTAMP:20260519T204833Z
URL:https://cm.newalbanychamber.com/events/details/taxes-in-retirement-03-09-2023-17673
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