Join LynnLeigh & Company for an insightful workshop on navigating tax changes throughout retirement. This session will cover key tax considerations for retirees, including the impact of changing tax laws on your income, Social Security benefits, and investment strategies. Learn how to optimize your tax planning to preserve your wealth and ensure financial stability in your golden years.

Missed our April 2023 workshop? Don't worry! You can catch the replay of "Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill" on this page. In this informative session, we explore strategies to help you optimize your tax situation, identify potential deductions, and plan effectively for the year ahead. Whether you're looking to reduce your tax liability or simply understand how recent changes might affect your financial plan, this workshop provides actionable insights tailored to your needs.