Our team will discuss several important issues, including:

• The 5 Pillars of Financial Planning
• How the Secure Act 2.0 will change retirement planning
• Why your IRAs and 401ks are potential tax disasters waiting to happen
• How you can turn your IRAs and 401ks into tax free accounts
• Reduce your tax burden
• Qualified charitable distributions and required minimal distributions

The seminar is designed to help you and your family avoid the most common mistakes.