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Tax Planning Changes Through Retirement


Adult Enrichment / 55+ -
Fall 2024

In retirement, your tax rate may vary widely based on timing and order in which you use different sources of money to pay for your living expenses. Apply the tax code in an organized and efficient way to ensure you receive the best return. 

Robert S. Davis

Robert S. Davis graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. He is a CERTIFIEDFINANCIALPLANNER™ practitioner holding Series 7, 63, and 66 NASD investment licenses. Valuing the importance of life-long learning, he continues participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. He also teaches several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, he began his financial planning career at Fure Financial Corporation before striking out on his own. He established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of his clients who come from all walks of life.

 December 2024 
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45-664-F14

  Robert S. Davis


Minnetonka Community Education Center : Classroom 213
Thursday, Dec 12
6:30 - 8:30 PM

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Min Age   18 yr.

Price: $ 15 00