Tax-Savvy Retirement Planning

AT THIS EVENT, WE WILL DISCUSS TOPICS LIKE...

• Creating a retirement income strategy that works for your unique situation.
• Leveraging life insurance, 401(k)s, and investments effectively.
• Answering the million dollar social security question.
• How your future taxes could be impacted by the 2024 presidential election. 

This complimentary dinner and presentation is specifically designed for retirees or those retiring soon.

During this presentation, we will draw upon our collective knowledge to help you understand today's top retirement concerns and answer some of the most frequently asked questions we've received from our clients.