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Will Taxes Affect Your Retirement?


Adult activities and classes / Money -
Adult - Winter/Spring 2025

It is critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than your fair share. Learn how future tax changes may create the potential for higher taxes, ways to create tax-free retirement income, how social security is taxed and how to work efficiently within current tax brackets.

Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.

Kevin Gary Schwartz

Instructor

Sometimes all you need is someone to help show you the way, and it’s no different when it comes to finances. Whether you’re just starting out in your career or are preparing for the retirement of your dreams, I’m here to listen, understand and guide you along your financial journey. As an experienced financial advisor, I help strengthen financial positions, invest in tax-efficient ways, and ultimately prepare to transition savings to income in retirement.

 May 2025 
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AL-C354-WS1

  Kevin Gary Schwartz


Educational Service Center/Staff Development Center : TBD
Thursday, May 22
6:30 - 7:30 PM

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Min Age   18 yr.

Price: $ 19 00