Smart Tax and Retirement
You are cordially invited to an exclusive virtual event.
If you're nearing retirement or currently in retirement, please join me for a eye-opening virtual webinar presentation
Managing Your 401Ks, IRAs, and Retirement Investments
Changes that affect you under the
current administration
Strategies to help protect you and your assets from turbulent times
How to invest safely during historic inflationary pressure
Changes that affect you under the
current administration
Strategies to help protect you and your assets from turbulent times
Optimizing income longevity
for your financial goals
Required minimum distribution planning
and Roth conversion scenarios
I have worked with many clients over the years, near or close to retirement, just like you.
Our relationship started out the same way. They attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, outliving their money and how to piece it all together.
If you share these concerns, we're open to discussing your financial future with you.