The NEW tax and financial rules for a retiring generation have changed. Learn how those tax and financial changes affect retirement and learn planning techniques to mitigate taxes in the future. Join us at 11:00 AM Wednesday, August 19th for a live educational webinar on recognizing risks and rewards in retirement.
A link to the webinar will be provided via email the day before the webinar. If you have any questions beforehand, please feel free to contact your presenters, S. Joseph DiSalvo, ChFC at email@example.com or Marie L. Madarasz, AIF at firstname.lastname@example.org or you can call our office directly at (631) 724-3933.