Join us at our next free event!
Join our upcoming webinar:
Tax-Efficiency in Retirement: Strategies for Keeping More
Online Live Webinar via Zoom
Wednesday, December 18, 2024 1pm ET/11am MST
Presented by: David Edmisten, CFP®, Founder and Lead Advisor, Next Phase Financial Planning, LLC
Learn strategies to be more tax-efficient in retirement! We'll discuss how to use your retirement income and withdrawals in ways that could help reduce tax costs.
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.