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Citrus Fruits

Maximizing Tax Benefits for Retirees

Wed, Feb 12

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https://us02web.zoom.us/j/82579686712

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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Maximizing Tax Benefits for Retirees
Maximizing Tax Benefits for Retirees

Time & Location

Feb 12, 2025, 6:30 PM – 8:00 PM EST

https://us02web.zoom.us/j/82579686712

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

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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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