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Presented By: Joe Lucey, CFP®, RFC

Class Description:

Are you nearing or already in retirement? As a result of taxes, the money you were counting on to support you in retirement may end up being a fraction of what you thought it was going to be. Attend this course and learn actionable strategies that could help you save tens of thousands of dollars in taxes.

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Advisory services offered through Secured Retirement Advisors, LLC. Secured Retirement Advisors is registered as an investment advisor. Secured Retirement Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements .