Thursday Session 2

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Saving Taxes in Retirement In-Person
Speaker: Bud Kahn
Dates: 7/3/2025 - 7/31/2025
Times: 10:00 AM - 11:50 AM
Days: Th
Sessions: 5
Modality: In-Person
Fee: $0.00

Diligent savers enter the second half of retirement with little insight into the complex tax and distribution planning dangers that can wipe away the sacrifice made during their working years. This course is designed to educate participants about how to keep more of their retirement savings by effective use of planning opportunities available under current tax laws. This course is updated annually to reflect new legislative developments and tax planning opportunities.

This course will meet in person July 3, 10, 17, 24, and 31.

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