Join us at our next free event!
Maximizing Tax Efficiency in Early Retirement: Strategies for Keeping More Of Your Savings
Many retirees will pay 5, 6 or even 7 figures worth of taxes over their lifetime. By learning ways to be more tax-efficient, you can preserve more of your retirement savings.
Join us to learn strategies to help save on taxes in retirement. Having a plan can significantly reduce uncertainty about your financial future.
When: Tuesday, September 24, 2024
Time: 10am-11am AZ
Where: Webinar on Zoom (meeting details sent after RSVP).
Presented by: David Edmisten, CFP®, Founder and Lead Advisor, Next Phase Financial Planning, LLC
Let us know if you are part of a group that could benefit from a financial education presentation. We'd love to come present to help your group.