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.
