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Effective Tax Minimization Strategies – The Webinar

This webinar helps you prepare for the potential tax increases in the future

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Taxes will likely be your biggest retirement expense. Do you believe taxes will go up soon? Join us and learn what you can now in minimizing your taxes.

What you will learn:

  • New tax reform rules could affect your retirement
  • How to take tax efficient income
  • How $2+ trillion relief is impacting your retirement
  • How to position your 401k and IRAs now

RSVP for this timely webinar!

Pick the date that works for you

Tuesday, February 23rd @ 6:30 PM

Or

Thursday, February 25th @ 6:30 PM

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There is no cost or obligation to attend this event. 

RSVP While Seats Are Still Available

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Meet Mike Kojonen

Meet Mike Kojonen

President of Principal Preservation Services

Mike Kojonen is the founder/owner of Principal Preservation Services LLC, with offices in Woodbury, MN and Hudson, WI. He has been in the financial services industry since 2002 helping clients in budgeting and finance, but now solely focuses on helping pre-retirees/retirees with necessary retirement planning.

“When my clients tell me that they now have ‘peace of mind’ knowing that they don’t have doubt or feelings of anxiousness about their retirement – to me, that is the greatest feeling of accomplishment!

Mike, a Minnesota native, currently resides in Somerset, WI. He and his wife, Angie, have nine children (six girls and three boys) along with three dogs and three cats. He loves to play golf, travel, and spend time with his family and friends. Mike is a strong advocate of giving back to the community and thus is an active member and supporter of his church. He has a strong faith in God which guides and leads him, his family, and his business.

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FAQs

Does it cost to attend?

Nope. The event is complimentary for those who are 55 years or older and have at least $250,000 of assets saved up for retirement.

Who should attend this event?

Anyone between the ages of 55 and 70 years old who has funds in a 401k, 403b, 457, or in an IRA should attend this event. If taxes go up, those who have these types of accounts will probably be negatively affected, unless deliberate planning is done soon.

Is this a sales pitch?

The intention of this event is to raise awareness of the problems retirees and pre-retirees may face in the future in regards to their pre-tax accounts (401ks, 403bs, 457s, IRAs, etc) and to present solutions that you can begin to implement today.

There will be an offer to visit with Mike Kojonen, or an advisor at Principal Preservation Services to discuss how to implement these strategies in regards to individual situations. However, it is not required to take this offer.

The contents of the presentation are intended to offer value and application regardless of whether or not the offer is accepted.

Are Mike Kojonen And The Advisors at Principal Preservation Services Fiduciaries

Yes. They are independent and focused on what is best for the client. 

Are Mike Kojonen And The Advisors at Principal Preservation Services CPAs

No. Mike and the advisors at Principal Preservation Services specialize in tax minimization investment strategies. Most retirees and pre-retirees who use these services also consult with their CPA as a team.

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