Events

Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.

Taxes in retirement can be a hidden threat—but they don’t have to be. Learn how to keep more of your hard-earned money, adjust for future tax law changes, and structure your withdrawals to minimize taxes. We’ll also cover strategies to hedge against inflation and rising interest rates.