Your purchasing power is an important component of retirement. The more purchasing power you have in retirement means your dollar will stretch further.
Taxes are one of the biggest threats to a retiree's purchasing power!
Join us for a live virtual webinar covering Taxes in Retirement on Thursday, November 30, from 1:00 PM – 2:00 PM Eastern Time to learn how to craft a tax-efficient retirement strategy.
We’ll share the most up-to-date and comprehensive information regarding retirement taxation, including:
The concepts discussed in this course are most suitable for those with investable assets of $500K or more to potentially safeguard you from over-taxation - all with the goal of saving your money.
Dave Alison is a highly regarded wealth advisor dedicated to simplifying his clients' financial lives through integrated holistic wealth management. Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES finalist for thought leadership and education, and a recipient of the Five Star Wealth Manager Award.
Conrad Levesque is a highly skilled Certified Financial Planner™, certified public accountant, and investment advisor representative (IAR) with nearly two decades of experience in the financial services industry. Beyond his expertise in wealth management, Conrad has an extensive background in real estate development, business consulting, and financial auditing for the State of Georgia.