A quick word about who you’ll be hearing from:

I’ve spent over a decade helping families navigate retirement decisions. From investments and taxes to income planning and risk management. One thing is consistent — taxes play a much bigger role than most people expect.

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This event is designed to give you clarity around the rules, strategies, and common mistakes retirees face when it comes to taxes — so you can better understand your options and ask better questions moving forward.

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While the information we cover applies broadly, how it fits into your situation is always personal. That’s why education comes first.