Tax & Retirement Strategies End of Year Tax Planning with Tina Perkins, CPA and Justin Struble. CFP to shed light on some unique tax and retirement planning issues that can be utilized before the end of 2016 and going forward. Topics: End of year tax saving strategies for business owners Understanding the Trump Tax Cuts…
Tax & Retirement Strategies!
Client Appreciation Event May 2016
Client Appreciation Event May 13, 2016 We had a great time at our Client Appreciation event at the Shucker’s baseball game! We are looking forward to our next event with you. Thanks to all of our clients for your wonderful support to Wealth CAPS and allowing us to help create retirement plans and see you…
Workshop: Understanding Your Retirement after Chevron
Workshop Details: Location: Chevron Federal Credit Union Address: 250 Industrial Rd., Pascagoula, MS 39581 Time: 11:30 AM Date: May 19th, 2016 We will help answer questions such as: Should I take my pension as a lump sum? How do I protect my assets from Long Term Care Costs? What strategies…
Understanding Your Social Security Options
If you are not yet receiving Social Security this Workshop is for you! Educational Workshop Details: Location: St. Martin Community Center Address: 15008 Lemoyne Blvd. Biloxi, MS. 39532 Time: 6:00 PM Date: February 25th, 2016