Jamie Farmer, Estate Planning Consultant and Managing Partner at Financial Strategies Group, LLP is our presenter.
By attending, you will learn about strategies that can potentially lower your retirement tax bracket to below 10% even if you have a $500,000 retirement income goal.
We can achieve this by working with your team, that includes your CPA and attorney, to minimize your tax burden in retirement without increasing your risk and fees.
We will discuss purposeful retirement planning utilizing life insurance, Roth IRAs and charities to help you meet your goals.
You will be able to join this Zoom webinar confidentially- participants are not identifiable to each other during the presentation.
Start planning now, the sooner the better - with a team whose goal is to help you achieve a retirement tax bracket below 10%.
Date and Time
Tue, Feb 09, 2021
11:30a - 12:30p CST