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Citrus Fruits

End-of-Year Tax Tactics & Forward-Looking Strategies for Pre-and-Recent Retirees

Tue, Oct 22

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https://us02web.zoom.us/j/84003857793

Join us for a 90-minute workshop, "Maximizing Tax Benefits for Retirees," where you'll discover actionable strategies to reduce your tax burden, optimize retirement income, and make the most of your financial resources. Led by a Certified Financial Planner (CFP®) and IRS Enrolled Agent, this session

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End-of-Year Tax Tactics & Forward-Looking Strategies for Pre-and-Recent Retirees
End-of-Year Tax Tactics & Forward-Looking Strategies for Pre-and-Recent Retirees

Time & Location

Oct 22, 2024, 1:47 PM – 2:02 PM EDT

https://us02web.zoom.us/j/84003857793

About the event

Join us for a 90-minute workshop, "Maximizing Tax Benefits for Retirees," where you'll discover actionable strategies to reduce your tax burden, optimize retirement income, and make the most of your financial resources. Led by a Certified Financial Planner (CFP®) and IRS Enrolled Agent, this session

Schedule


  • 1 hour

    Main Presentation


  • 30 minutes

    Q&A

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CFP
NAPFA
Enrolled Agent

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial.

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