Sunday, May 24

Living in Upland

Six What Ifs of Retirement Planning - ASI 202

Although tax season comes around every year, itís not 100% predictable. New events, changes and laws come into effect quickly. They can present opportunities (and pitfalls) for you and your family. This presentation will cover Tax Changes for 2015, Roth conversion rules, tax smart asset locations, gift tax-exclusion and more. Learn more at

Presented by Jeffrey Hackbarth, CFP.

To register, please contact the City of Upland, Recreation Division at (909) 931-4280.

Start Date: Tuesday, 7/14/2015

Days: Tuesday

Time: 7:00 p.m.-9:00 p.m.

Number of Classes: 1-Day Seminar

Ages: Adult

Location: Magnolia Recreation Center, Lounge


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