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Course Catalog > Personal Interest > Personal Business & Finance

Tax & Income Planning Strategies   

Are you approaching retirement or newly retired? Learn the principles of sound tax and retirement income planning with emphasis on the new tax code changes. Discover strategies designed to accomplish common objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy.
 
Tax & Income Planning Strategies (0.4 CEUs)
Item: 26703 Richard Keppler
1/23/2025 - 1/30/2025 AMTEC 156
6:30 PM - 8:30 PM Fee: $49.00
2 Th Sessions.   

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