Description

Wondering how to prepare for taxes in retirement? Join us for a breakfast WIN (Wisdom, Innovation & Networking) event at the Joy Center with spotlight speakers Tiffany Even and Kasey Russell with Legacy Financial Partners. Planning for retirement goes beyond saving — it’s about making smart tax decisions that can significantly impact your financial future. This presentation highlights areas of tax planning for retirement including how different incomes are taxed, framework that helps organize assets to maximize flexibility and minimize taxes, and strategies to help ensure you're well-positioned to preserve wealth and reduce your lifetime tax burden. These insights are designed to help you retire with confidence and control!