Retirement Master Class - The Crowne Plaza in Annapolis

This interactive seminar is designed to help you make smarter, more tax-efficient decisions as you approach and navigate retirement. You’ll learn how rising taxes and Social Security taxation can impact your income, how to avoid common distribution mistakes that could increase your risk of running out of money, and how to position your assets for long-term stability. We’ll cover key strategies around 401(k)s and IRAs, Roth conversions, tax-deferred vs. tax-free income, Social Security maximization, and ways to protect your retirement savings from market volatility.