Smart tax and estate planning can make all the difference in protecting your income, reducing stress, and leaving a lasting legacy.
In this course, you’ll learn how taxes impact retirement income, what recent law changes mean for you, and how to ensure your estate plan reflects your wishes. We’ll cover everything from Roth IRA conversions and Social Security taxation to wills, trusts, and charitable giving.
By attending, you will know how to:
- Manage retirement income and cash flow in a tax-efficient way.
- Understand the essentials of wills, trusts, and the probate process.
- Create or update an estate plan that protects your legacy and loved ones.
