Description
Taxes don’t stop when you retire — they just change. Join Financial Advisor David Treece for a practical, plain-language look at how tax planning evolves through each stage of retirement, from early withdrawals to Social Security, Medicare, and legacy planning. You’ll learn strategies to help reduce taxes, manage income efficiently, and avoid common pitfalls that can cost retirees thousands over time. Whether you’re approaching retirement or already there, this session will help you understand where you stand — and how smart tax planning can make your retirement income go further.
Date and Time
Thu, Nov 20, 2025
10:00a - 11:00a EST