Events

Webinar - How Tax Planning Changes Through The Four Stages of Retirement

The upcoming webinar on Wednesday, March 29th at 6:30 pm will discuss how tax planning changes throughout the four stages of retirement. Participants will learn about the hidden taxes and penalties that can steal hard-earned money and how to avoid paying more than expected throughout retirement. The webinar will cover various retirement surprises, including the impact of inflation, the cost of living longer, maintaining a retirement lifestyle, and the escalating cost of healthcare. The event will also provide insights into tax strategies needed to anticipate when and how assets should be tapped to cover personal expenses, understand the range of taxes faced during various stages of retirement, and manage actions to pay as low a tax rate as possible.

Fireside Chat with Matt - Secure Act 2.0 (Get Your Questions Answered)

Matt is using the Secure Act 2.0 information from DIFM letter and Ed Slott information to host a live Zoom call for prospects and clients who are interested in learning more about what the Secure Act 2.0 includes followed by questions and answers. Attendees will be able to register for the live event using this link https://us02web.zoom.us/meeting/register/tZIkcOuopz8qE9GxVXdqLr1CuNqR2jnfAVW8

ESTATE MATTERS SERIES: PRINCIPLES OF PRESERVING WEALTH