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About
Critical Finance: A Nuke's Guide to Financial Planning is an educational webinar series meant to take a deep dive into many different financial planning concepts. This webinar is hosted by Ryan Townsley, CFP®, owner and lead financial adviser at Town Capital. He was a 17 year Nuclear Power Plant veteran prior to founding the only financial planning firm exclusively for the nuclear industry.

This webinar's topic:

How Retirees Can Save Six Figures in Taxes

In this live webinar, we will discuss...

Agenda:
The classic (and outdated) method most advisors use for retirement tax management.
The strategy and math behind saving money in taxes in retirement
How this affects your income plan, bequest wishes, and investments
What tools are used to implement this strategy
The risk of doing nothing (spoiler alert, paying the IRS too much)

There will be live Q&A if you would like to ask questions. You can also email me your questions in advance at ryan@towncapitalllc.com. If you are not able to attend, don't worry, a recording will be sent out after the event.
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
  • The classic (and outdated) method most advisors use for retirement tax management
  • The strategy and math behind saving money in taxes in retirement
  • How this affects your income plan, bequest wishes, and investments
  • What tools are used to implement this strategy
  • The risk of doing nothing
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Hosted By Town Capital

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