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Course Catalog > Personal Enrichment

Tax & Income Planning Strategies for 2020 and Beyond   

Learn about the principles of sound tax and retirement income planning with emphasis on the new tax code changes. Learn financial terms and concepts that are important to retirement, and explore strategies designed to accomplish common objectives such as Inflation Protection, Tax-efficient withdrawals, Lifestyle Preservation, and Providing a Legacy. Both Retirees and Pre-retirees will benefit from attending this class!

 

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