Tax Strategies for Retirement

If you’re looking to retire in the next decade or two, it’s not too early to begin exploring the matrix of retirement, taxes, social security and IRAs and understanding the consequences of uniformed decision-making on your golden years. What is the impact of selling your business on your tax burden? Should you consider a “reverse retirement?” This hands-on workshop will provide you with real answers on how to maximize your retirement dollars under the new administration and beyond.


Due to its popularity, this is a repeat of the Spring 2017 session.


November 3, 2017 (8:30-10:30 am)


To register, call (717) 397-3531.


Meet Your Presenter:


For 20 years, Joe Wirbick has been on a mission to show his clients what “they” never tell you about reducing risk, retiring tax free and ensuring their standard of living during retirement. His multiple-award-winning company, Sequinox, has become the premiere source that retirees and High Net Worth Entrepreneurs trust to understand the, often confusing world of retirement. Wirbick’s passion for taking the guesswork out of retirement led him to write his hit book, Everything They Never Told You About Retirement, which topped the charts as an international #1 bestseller in four countries.


Organizations frequently request him to speak about the topics covered in his book at conventions all over the world. His charisma and relatability make him a consistently top-rated speaker, helping attendees better understand how they can achieve their dream life in retirement. Wirbick has been awarded the Central Penn Business Journal’s “Forty Under Forty” award and was named as “Entrepreneur of the Year.” Most recently, he was named #1 Wealth Manager in Central Pennsylvania by Central Penn Business Journal.