Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
About This Webinar
It’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
Taxes are one of the largest contributing factors that can prevent individuals from achieving their retirement goals. This webinar will show you how to create a plan and capitalize on strategies to potentially lower your tax bracket in retirement.
Featuring a special presentation from "The New Holistic Retirement" authors, Neil Wilding & Becky Swansburg!
Language:
English
Who can attend? Anyone with the event link can attend
Featured Presenters
Owner, Licensed Retirement Professional, CSA
Mike Gann is a 22-year industry veteran, bringing a wealth of experience and skills. Mike has earned the Certified Senior Advisor designation, is a 19-year MDRT* qualifier and 18-year member of the National Association of Professional Advisors. With a focus on insurance and asset protection strategies, Mike and the team believe client relationships are much more than just handshakes and meetings. With Advantage Retirement, his goal is to provide the best possible strategies to meet the client’s individual needs today and into the future.
Investment Advisor Representative
Gracie Gann is the 2nd generation to Advantage Retirement and is an Investment Advisor holding a Series 65 and is a multi-year MDRT* qualifier. Gracie attended FIT University in New York and graduated from Missouri State University. As a wealth advisor, Gracie specializes in designing holistic retirement plans tailored to each client’s unique goals with a focus on asset preservation and tax efficiency. At Advantage Retirement Gracie prioritizes building long lasting client relationships and progressing the business as clients’ future retirement needs evolve.
