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Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "How Tax Planning Changes Through Four Stages of Retirement”
Date: Thursday, March 7, 2024
Time: 12:00 PM EST
To Be Discussed:
1. Understand Your After Tax Retirement Savings Picture
2. Social Security and Medicare Tax Traps
3. Managing Your Income and Tax Brackets Efficiently
4. Optimize Your Assets for Your Family's Benefit