Tax-Free Retirement Strategies

Tax-Free Retirement Strategies

October 09, 2023

I am delighted to personally extend an invitation to you to attend a special educational webinar about the important strategies that have helped my clients protect their income from unnecessary taxation in retirement.


This event will feature a leading expert and best-selling author on creating tax-free retirement income streams, Patrick Kelly.


During this 45-minute virtual event, attendees will learn…

  • The reasons why families may be exposed to greater tax risk in retirement.
  • Potential tax liabilities for retirement income.
  • Different strategies for mitigating tax risk in retirement.


Tax Diversification and Retirement: What You Need to Know

To register, please select one of the event links below.


October 10, 2023 at 6:30 PM ET


October 11, 2023 at 8:30 PM ET


I sincerely hope you can take advantage of this learning opportunity.


The presentation and materials are not endorsed or approved by any other Government Agency. This is designed to provide general information on the subjects covered.  Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement.