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Thu, Jul 25

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Virtual webinar presented on Zoom

Prescribing Financial Wellness: Comprehensive Retirement & Tax Saving Strategies

Retirement Planning Throughout Your Career: Early Career Essentials, Mid-Career Milestones, Navigating Late-Career Transitions

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Prescribing Financial Wellness: Comprehensive Retirement & Tax Saving Strategies
Prescribing Financial Wellness: Comprehensive Retirement & Tax Saving Strategies

Time & Location

Jul 25, 2024, 7:00 PM – 8:30 PM

Virtual webinar presented on Zoom

About the event

Starts at 7:00 PM on Zoom

Preserving Wealth and Tax Savings

Keep More of What You’ve Earned! Topics include:

  • Are you paying any student loans?
  • Are you paying more than $100,000 in taxes?
  • Do you have a plan for withdrawing funds from your investment accounts in retirement?
  • Are you being rewarded for the risk you’re taking in your investment portfolio?

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