InFocus Financial Services is ready to help you optime your tax strategy for retirement. Specifically, how to lower the taxes you pay over your lifetime, minimize your RMD’s, avoid IRMAA penalties, and transfer assets to your heirs without paying unnecessary costs. You will learn how to incorporate these strategies into your own planning and ensure you are prepared for the expiration of the current tax law at the end of 2025.

Complimentary light breakfast items will be available.

This is a complimentary program provided by the Tower Hill Institute.