Speaker: Nick Defenthaler, CFP®, RICP®
Questions about Your Retirement in Today's New Normal?
Understand the official new tax reform rules and their impact on your retirement.
Discover the key highlights of the new SECURE Act & the CARES Act.
Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower current AND future taxes and Medicare premiums!
Ways to potentially protect yourself against volatile market conditions.
Please join us for an educational seminar on these topics and more as Certified Financial Planner™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on Social Security and retirement income planning.
Registration begins 7/19/2021 at 8:00 AM. A Zoom link will be emailed to you the morning of the program. Be sure to check your spam folder as emails sometimes end up there.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.