UPCOMING EVENTS

FREE Webinar:

How Tax Planning Changes Through The Four Stages Of Retirement

Tuesday, July 28th, 10 am PST

Location: Webinar

Join me as I discuss the 4 phases of retirement and the traps of poor tax planning:
  • How the SECURE ACT changed the game
  • The “Go-Go, Go-Slow, & No-Go” years
  • Working & Social Security
  • And MUCH MUCH MORE!

FREE Webinar:

What Baby Boomers Need To Know About Social Security

Tuesday, August 18th 10 am PST

Location: Webinar

Join me as I discuss what Baby Boomers need to know about Social Security
  • Only 4% of all Social Security recipients maximize their Social Security
  • Is the Social Security system even solvent? Will it be there for me?
  • How Social Security is taxed
  • And MUCH MUCH MORE!