Learn These Little Known Tax Strategies To Help You Save Thousands in Retirement Taxes

A Comprehensive Tax Strategy is the Most Effective Way to Extend the Life of Your Money

In our webinar, we'll walk you through:

- An example of a comprehensive retirement plan, portraying how knowing these tax strategies can help save $400,000 to $500,000 over a retiree's lifetime*.

- How knowing when to draw income, from what accounts, at what age is the most effective way to extend the life of your money without taking extra risk.

- Understanding retirement accounts and social security, and how it all relates to your taxes.

Don't face retirement without knowing these essential tax strategies, and incorporating them into your retirement plan.

Presented by


Kirk Cassidy, Lead Financial Instructor

Kirk teaches how proper tax planning can help increase asset performance and reduce the chances of retirees outliving their money without taking on greater risk. Through his asset allocation model — which integrates guaranteed advanced income planning, wealth management, tax-minimization strategies, long-term care planning and legacy planning — you will learn how to set up the type of retirement you've always dreamed of. Kirk is also an advisors at a financial services firm which was recently recognized as one of the 500 Best Financial Advisory Firms by USA Today.