Attend this class and learn about:

• 5 simple ways to potentially maximize your Social Security benefit.
  
  

• 3 retirement income strategies to increase your confidence that your money will last your lifetime.
  
  

• Tax strategies to implement NOW before the 2025 tax sunset.
  
  

• 0% Federal gains rate and how we help our clients save thousands in capital gains taxes.
  
  

• How Roth conversions can potentially save you thousands of dollars AND protect your children from a major tax trap.
  
  

• Enhance tax savings with tax-loss harvesting and avoid costly mistakes.

Who this class is designed for:

1. People who are recently retired or retiring in the next 15 years.
   
   

2. People who want to retire with confidence.
   
   

3. People who don't want regrets about retirement and want to avoid other common mistakes.
   
   

4. People who want to feel empowered by their relationship with finances.
   
   

5. People who are looking for answers to their specific questions.

My mission is to help people live a better life by leading and guiding them through critical financial events and helping them pursue their life and legacy goals. 

My 18+ years of industry experience means that I've "retired" countless times through my clients' experience. I have a thorough understanding of what leads to confidence in retirement and also the common pitfalls that can derail a retirement.

By hosting a "Taxes in Retirement" class, I'll share powerful strategies that may reduce the taxes you pay on your retirement income and strategies that can improve your confidence in retirement, and in life.

Simply put, my goal is to help you get the most out of life with your money.

"Financial Freedom isn't about buying whatever you want, it's about freeing your mind from financial stress so you can focus on what's really important"