Скачать или смотреть Webinar: Tax-Saving Strategies for Retirement Transitions

When people think about retirement, they often ask, "Do I have enough saved?"—but the better question is, ‘How can I use what I’ve saved wisely, pay less in taxes, and leave a lasting impact?’ That’s what this Webinar is all about.
Planning for retirement isn’t just about saving—it’s about knowing how to spend wisely when the time comes. This webinar breaks down the full retirement journey into four key phases—Accumulation, Transition, Distribution, and Legacy—with one goal in mind: helping you keep more of your money and give with impact.
We start with your legacy, because how you finish should shape how you begin. You'll learn proven strategies to reduce lifetime taxes, make confident decisions during retirement transitions, and avoid costly missteps. Whether you're five years out or already retired, this session offers practical, real-life guidance to help you retire on your terms.
You won't want to miss this great information from the Founder of Elevate Wealth Advisory, Chuck Vickery.