Retirement Planning Workshop

Date: Thursday, August 22, 2019

Time: 11:30 AM - 12:30 PM

Location: Petroleum Club

1201 Louisiana Street, 35th floor, Houston, TX 77002

Complimentary lunch will be served

TOPICS:

• How to help minimize taxes using net unrealized appreciation (NUA).

• How to determine your best pension options.

• How to potentially create a tax optimized income plan in retirement.

• How to determine if you're prepared for retirement.

First Name *

Last Name *

Email *

Mobile *

# of Additional Guests *

If you are bringing a guest(s) please list their name(s)

Comments

Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. United Capital does not provide tax advice. Investors should consult their tax professional with questions about their particular circumstances. United Capital is not endorsed, retained, or affiliated with your company.