Taxes In Retirement

Join Jason C. Lee, President of Gilliland Lee Financial Group, Inc. for an informational workshop covering Taxes In Retirement.

If you are nearing retirement or already retired, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation.

Disclosures

• Jason C. Lee is a licensed registered representative in the states of CA, FL, MD, MI, OH, TX and VA.
• Jason C. Lee is a licensed investment adviser representative in the states of CA, FL, MI, OH and TX.
• Jason C. Lee is licensed to sell insurance, annuities, & securities.
• Jason C. Lee offers securities through Parkland Securities, LLC, member FINRA/SIPC.
• Gilliland Lee Financial Group, Inc. located at 6525 W. Campus Oval Ste. 125, New Albany, OH 43054    Phone: 614-798-0508
• Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
• 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.
• 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.
• There is no obligation to schedule an appointment or purchase a product.