Broker Check
23 Feb
Tax Planning and Your Retirement


Taxes on your investments and income play a big role in how much of that you get to keep.  Come join us as we will go over the ins and outs of how various investments are taxed and what you can do to reduce your taxes.


During this educational event, we will cover:

  • Updates on the changes from the recently passed SECURE ACT and CARES ACT
  •  How the following are each taxed: ordinary income, capital gains and qualified dividends, net investment income tax, AMT, social security benefits
  • How to manage your tax liability
  • How you can create tax free income streams
  • How to Save on Taxes


We invite you to join us for a free webinar to teach you on how to set yourself up to reduce your tax burden! If you’d like to attend from the comfort of your home, simply use the link to register.




Date and Time

Tue, Feb 23, 2021

11:30a - 12:15p HST


Zoom Meeting - Please register by clicking the "Register" button above


Event Registration