InFocus Financial Advisors Offers “New Tax Planning Ideas Your Retirement is Missing” Workshop to be held at Lewes Public Library on Thursday, November 21, 2024
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LEWES, DE - As retirement approaches, individuals face a new set of financial considerations, particularly when it comes to taxes. To address these concerns, InFocus Financial Advisors, Inc. is proud to announce the upcoming workshop, " New Tax Planning Ideas Your Retirement is Missing," scheduled for Thursday, November 21, 2024, from 10:00 AM to 11:00 AM at the Lewes Public Library located at 111 Adams Ave., Lewes, DE.
Led by Robert Jeter, CFP®, Vice President of InFocus Financial Advisors, the workshop aims to equip current and future retirees with essential knowledge on navigating taxation during retirement years. With years of experience in financial planning, Jeter will guide participants through strategies to minimize taxes, efficiently take distributions from assets, and implement advanced tax planning techniques to optimize their financial situation.
Attendees can expect to learn key strategies including methods to reduce taxes over the course of retirement, navigating IRMAA penalties, understanding Required Minimum Distributions (RMDs), and identifying common pitfalls in retirement tax planning.
"Our team at InFocus Financial Advisors understands the complexities of managing taxes in retirement," said Robert Jeter. "Through this workshop, we aim to empower individuals with the knowledge and tools they need to make informed decisions and maximize their retirement savings."
The workshop is open to all individuals seeking guidance on managing taxes in retirement, regardless of their current financial situation or investment portfolio. Attendees will have the opportunity to engage in discussions, ask questions, and gain valuable insights from Jeter's expertise.
Registration to attend the class is done online at: https://retireinfocus.com/new-tax-planning-ideas-2/
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Event Details:
Date: Thursday, November 21, 2024
Time: 10:00 am – 11:00 am
Location: Lewes Public Library, 111 Adams Ave, Lewes, DE 19958
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc. is committed to providing personalized investment and planning solutions to help individuals navigate the complexities of retirement planning. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness for its clients.
Disclaimer(s): This event is purely educational. No products or services will be offered for sale and there is no obligation. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. Robert Jeter is an Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer and Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com
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