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Strategic Tax Planning Workshop
A must attend event before filing your tax return
Sign up for this informative presentation about taxes and retirement today.
Or call (855) 204-8270 to reserve your seat
***No charge to attend***
When preparing for retirement it's important to coordinate your tax strategy with your overall retirement income strategy.
Attend this workshop and learn about a variety of strategies you may be able to implement, including:
- Avoid some of the most common mistakes when filing for your taxes
- Learn about the hundreds of different ways investments, income, and social security can be claimed
- Collect from an ex-spouse’s benefit
- Collect from a deceased ex-spouse’s benefit
- Find potential tax breaks you never knew you were eligible for
- Increase your lifetime benefits by tens of thousands of dollars
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be .