The implication of taxes on the American population is a widely discussed and debated topic.  Rising deficits at both the state and federal level are cause for  concern for every taxpayer, especially those near retirement.  At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement. Senior planning advisor, David Weyner, will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability.  He will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible. 

David Weyner, a senior planning and wealth preservation advisor.  He has spoken at many seminars and workshops with the objective of helping community members better understand their planning options and strategies to enhance their retirement planning.

 

  

Free, Registration is required.