If you’re approaching or already in retirement, please consider joining us for one of our complimentary educational events focused on helping you understand how current tax regulations, including recent developments in Washington, can affect your retirement income without you even knowing.

During these events, we’ll focus on:

• Common misconceptions.
• Strategies to help protect Social Security income.
• Real Estate investments and potential taxes that can be incurred.
• Safeguards in volatile market conditions.
• RMDs and tax brackets.
• How new administration regulations can alter retirement plans.
• And much more!

After attending one of these seminars, you should be able to walk away knowing that you’ve gained a wealth of knowledge when it comes to retirement taxation, as well as actionable next steps to potentially save thousands of your hard-earned dollars.

Space is limited, so sign up using the form below!

*Please only select one of the Taxes in Retirement events to attend when filling out the form. Sessions will take place at 12:00pm & 3:00pm.