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Tuesday
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August 
22
 at 
6:30pm
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day

Webinar

Tax Diversification and Retirement

August 22nd  |  6:30 PM- 7:30 PM MS

October 10th | 6:30 PM ET

Tuesday, October 10th | 6:30 PM ET

Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. This webinar will cover:

  • The effect the 2023 tax changes could have on your retirement plan
  • Possible increasing tax risk in the future and what that means for your retirement
  • Potential impact of taxes on retirement income through increased taxes, reduced deductions and higher-than-expected brackets

  • Strategies for mitigating tax risk in retirement through tax diversification
  • The six fundamental planning considerations and how they apply now and in retirement

October 10th, 2023 at 6:30PM

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August 22nd  |  6:30 PM- 7:30 PM MS

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10
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10
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2023
 
6:30pm 



Patrick Kelly

 Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books!

 

Enhance your user experience and build brand equity with your design vernacular.

Patrick Kelly

Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books!

Enhance your user experience and build brand equity with your design vernacular.

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 Patrick Kelly

Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books!

Agenda

1. The six fundamental financial planning considerations

 
2. Understanding the impact of taxes on retirement income

 
3. Projecting increasing tax risk into the future

 
4. Strategies for mitigating tax risk in retirement

  • The Event
  • About
  • Contact
  • RSVP

Agenda

1. The six fundamental financial planning considerations


2. Understanding the impact of taxes on retirement income

 
3. Projecting increasing tax risk into the future

 
4. Strategies for mitigating tax risk in retirement

Mrs Robinson
Wishes you a wonderful day

 Patrick Kelly

Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books!

Agenda

1. The six fundamental financial planning considerations

 
2. Understanding the impact of taxes on retirement income

 
3. Projecting increasing tax risk into the future

 
4. Strategies for mitigating tax risk in retirement

  • The Event
  • About
  • Contact
  • RSVP
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