Questions about Your Retirement in Today's New Normal?
Understand the official new tax reform rules and their impact on the taxes and Medicare premiums you’ll pay in retirement.
Discover the key highlights of the SECURE Act and inherited IRA overhaul.
Learn about the window of opportunity IRA & 401K owners have to leverage historically low tax rates before they expire in 2026!
Discover ways to re-create your retirement income paycheck in the most tax-efficient manner possible.
Ways to potentially defend yourself against volatile market conditions and hedge against inflation.
Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important concepts.
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.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice