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05/25/2022 at 6:30 pm - 7:30 pm

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


Tax & Income Planning Strategies 
Online Webinar
Course Code: tbd0525


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   407-512-9926    (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. Plus, will address numerous challenges involved in taking charge of your tax planning and retirement income, such as:

  • Tax-efficient withdrawals for income
  • Lifestyle Preservation
  • Planning your legacy

We use case studies to illustrate important concepts based on different risk tolerances, to help you evaluate your personal circumstances and select a plan you can easily apply to your situation.

Both pre- and post-retirement tax planning are essential to planning for retirement and are often more difficult than simply planning to retire. Whether you are still in the planning stages or are actively managing your entire nest egg, you have less time to recover from potential mistakes.

When you retire, your financial objectives, time horizon, and investment choices will most likely change. We use time-tested tax strategies to discuss how to transition from your retirement plan to your post-retirement income plan. This real-world learning approach makes attending this course both entertaining and informative.   

What You Will Learn – 

  • How the NEW TAX LAWS in the SECURE Act will affect your retirement planning
  • Use ROTH IRA tax laws to your advantage 
  • Plan tax-efficient withdrawals for income 
  • Make the most of what you have and stay within your tax bracket
  • Tax implications in planning your legacy

Join us for this insightful class and gain confidence through financial education!

Reserve Your Spot

Bookings are closed for this event.

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