Most retirees don’t have a retirement plan…

They have accounts. Investments. Statements.

But no coordinated strategy for income, taxes, Social Security, and withdrawals.

Join us for a free educational webinar:

The Social Security & Retirement Tax Strategies Most Retirees Miss

You’ll learn:

• When claiming Social Security too early can cost hundreds of thousands
• Why many retirees pay more taxes in retirement than expected
• How RMDs, pensions, and Medicare premiums can create hidden tax traps
• Smart withdrawal strategies that may reduce lifetime taxes
• How to plan for surviving spouse tax issues

This is designed for retirees and pre-retirees with $500,000+ saved who want to make smarter retirement decisions.

Hosted by:
Kelley M. Tom, MBA, CFP®
Glennel W. Jordan, MBA, CFP®

Reserve your spot here: CLICK HERE TO REGISTER

Feel free to forward this to a friend or family member who may benefit.

Best,
Summit Financial Advisors