TODAY! “New Tax Planning Ideas Your Retirement is Missing” Workshop to be held at Lewes Public Library Wed, 9/25!
LEWES, DE - As retirement approaches, individuals face a new set of financial considerations, particularly when it comes to taxes. To address these concerns, InFocus Financial Advisors, Inc. is proud to announce the upcoming workshop, " New Tax Planning Ideas Your Retirement is Missing," scheduled for September 25, 2024, from 5:00 PM to 6:00 PM at the Lewes Public Library located at 111 Adams Ave., Lewes, DE.
Led by Gregory Holman, FPQP®, Senior Relationship Manager and Financial Advisor at InFocus Financial Advisors, the workshop aims to equip current and future retirees with essential knowledge on navigating taxation during retirement years. With years of experience in financial planning, Holman will guide participants through strategies to minimize taxes, efficiently take distributions from assets, and implement advanced tax planning techniques to optimize their financial situation.
Attendees can expect to learn key strategies including methods to reduce taxes over the course of retirement, navigating IRMAA penalties, understanding Required Minimum Distributions (RMDs), and identifying common pitfalls in retirement tax planning.
The workshop is open to all individuals seeking guidance on managing taxes in retirement. Attendees will have the opportunity to engage in discussions, ask questions, and gain valuable insights from Holman's expertise.
Registration to attend the class is done online at: https://retireinfocus.com/new-tax-planning-ideas/
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Event Details:
Date: September 25, 2024
Time: 5:00 pm – 6:00 pm
Location: Lewes Public Library, 111 Adams Ave, Lewes, DE 19958
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc., is committed to providing proactive planning and investment services to create retirement success for its clients. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness.
Broker/Dealer Disclosure and Tax and Legal Disclaimer:
Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com
