Investing and Taxes in Retirement
“You've spent your whole life saving - learn how things change when it's time to start spending.”
Overview
Retirement is nerve wracking. Not only is it the biggest financial decision most of us will ever face, it's filled with unknowns. If you want to make sure you're thinking about the right things as you approach retirement, this free webinar is for you.
About the Presenter
Austin Preece
CFP®, EAFinancial Planner and Tax Advisor
Austin's background is in personal financial planning, including tax planning and preparation. He's been in the financial planning profession since 2018 and started his own firm in 2023. As a CFP® Professional and Enrolled Agent, Austin brings knowledge across the broad spectrum of personal financial planning and tax strategy to the team.
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Disclosure: This workshop is for educational purposes only and does not constitute investment, tax, or legal advice. Hypothetical examples are for illustration only. Please consult a qualified advisor before making decisions based on information presented.