Taxes might be your biggest expense in retirement – and they are headed higher! You can take control. Careful planning and active management can save you thousands of dollars. Reserve your spot today!

Tax Planning for Retirement

Stephen Wershing has been a Certified Financial Planner guiding people into retirement since 1991.

Besides counseling individual clients, he has been a branch manager, run two securities firms, and been a consultant to hundreds of other financial professionals.
He has been in the Wall Street Journal, USA Today, and his written dozens of articles for financial trade publications.

What You Will Learn In The Webinar

  • The tax traps that ensnare many retiree.​​​​​​​

  • Taxes unique to retirement and how to avoid them.

  • The likely future of tax rates and how to lock in lower rates​​​​​​​.

Webinar Hosts

  • Stephen Wershing, CFP

    Webinar Host

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