A special educational webinar about the important strategies that have helped my clients protect their income from unnecessary taxation in retirement.

This event will feature a leading professional and best-selling author on creating tax-free retirement income streams, Patrick Kelly.

During this 45-minute virtual event, attendees will learn…

• The reasons why families may be exposed to greater tax risk in retirement.
• Potential tax liabilities for retirement income.
• Different strategies for mitigating tax risk in retirement.

Tax Diversification and Retirement: What You Need to Know

Date & Time: Feb. 25th 5:30 CST or Feb. 27th 8:30 CST

Location: Virtual 

To register, please select one of the event links below.

February 25, 2025 at 6:30 PM EST

February 27, 2025 at 9:30 PM EST