As retirement looms closer, the financial landscape can become quite daunting, especially in terms of taxes. InFocus Financial Advisors, Inc. is thrilled to present a groundbreaking workshop titled, 'Revolutionary Tax Solutions to Supercharge Your Retirement,' set to take place on September 25, 2024, from 5:00 PM to 6:00 PM at the prestigious Lewes Public Library situated at 111 Adams Ave., Lewes, DE.
Unveiling Innovative Tax Techniques
Led by the esteemed Gregory Holman, FPQP®, Senior Relationship Manager, and Financial Advisor at InFocus Financial Advisors, attendees will be guided through cutting-edge strategies to tackle tax challenges during their retirement years. Drawing from years of expertise in financial planning, Holman will unveil revolutionary methods to minimize tax obligations, optimize asset distributions, and implement sophisticated tax planning tactics to maximize financial well-being.
Transform Your Retirement Tax Game
Participants can look forward to gaining invaluable insights, including techniques to slash tax liabilities throughout retirement, navigating the intricacies of IRMAA penalties, deciphering Required Minimum Distributions (RMDs), and sidestepping common missteps in retirement tax planning.
This workshop is open to all individuals seeking expert guidance on tax management post-retirement. Participants will have the opportunity to engage in meaningful discussions, pose questions, and benefit from Holman's wealth of knowledge.
Registration for this enlightening session can be completed online at: [https://retireinfocus.com/new-tax-planning-ideas/](https://retireinfocus.com/new-tax-planning-ideas/)
For additional details about the workshop or to secure your spot, kindly reach out to Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Event Information
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 dedicated to delivering proactive planning and investment solutions to foster retirement success for its clientele. With a proficient team of professionals, InFocus offers advanced financial acumen while emphasizing cost-efficiency.
Broker/Dealer Disclosure and Tax and Legal Disclaimer
Investment Advisor Representative offering securities and advisory services provided through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer, and a Registered Investment Adviser. Cetera operates under separate ownership from any other named entity. For a comprehensive assessment of your individual circumstances, always seek advice from a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives are authorized to dispense legal or tax counsel.
For media inquiries, please contact
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804