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10/07/2021 at 6:00 pm - 7:30 pm

Tax and Income Planning Strategies for 2021 and Beyond - Live Online Webinar
1540 International Pky
Lake Mary, FL 32746


Tax & Income Planning Strategies 
Live Online Webinar
Course Code: TDBSSO1007

This course is offered FREE of Charge! 

Advance registration is required
Register Early!

Plus, learn how the current state of the economy could affect your retirement!

To Register –
Register online now! or
Register by phone at   407-934-0645    (lines open 24/7)




Dan Brooks from COFE’s Lake Mary Chapter will present this FREE educational workshop covering one of the most relevant and challenging financial topics Americans face today.

This course teaches time-tested strategies for tax planning designed to make the most of your retirement income, and see how different choices affect your retirement savings. Our real-world learning approach makes this course both entertaining and informative.

You Will Learn How To – 

  • Use Roth IRA tax laws to your advantage
  • Face the challenge of outliving your money
  • Calculate your IRS-required minimum distributions
  • Plan your retirement income based on the new rules
  • Understand how your investments are taxed
  • Make the most of what you have and stay within your tax bracket

Tax Planning to Make the Most of Your Retirement – 

Post-retirement tax planning is often more difficult than planning for retirement. You are managing your entire nest egg, not collecting paychecks anymore, and have less time to recover from potential mistakes. When you retire, your financial objectives, time horizon, and investment choices will most likely change. We discuss how to transition from your retirement plan to your post-retirement income plan. 

Who Should Attend – 

Both retirees and pre-retirees will benefit from attending this class. Whether you are still in the planning stages or concerned about protecting and passing on your savings, this course will be an eye-opening experience.

Practical Information – 

This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as:

  • Inflation protection 
  • Tax efficient withdrawals
  • Lifestyle preservation 
  • Providing a legacy

Optional Consultation – 

If you have tax or financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately (online or in person) with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

Come learn what our tax professionals are waiting to share with you about Tax Planning and how it can be integrated into your retirement income plan.

Reserve Your Spot

Bookings are closed for this event.

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