Tax & Estate Planning Workshop for Adults Age 55+

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This is not a library sponsored event.

Description

Tax & Estate Planning Workshop for Adults Age 55+

Practical insights designed to help you make informed decisions about retirement taxes and estate planning.

- How future tax changes could impact your retirement income — and strategies that may help reduce taxes
- Tax-efficient strategies that may help reduce taxes on retirement accounts
- How proper estate planning may help ensure retirement assets transfer efficiently to beneficiaries

*This is an educational workshop. No products will be sold.