- This event has passed.
Out of an abundance of caution, this workshop has been postponed to February 24th. Additional details to follow.
Two Big Risks in Retirement—One Smart Plan | Workshop
February 3 @ 6:00 pm - 7:30 pm EST
Free
Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care
Retirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face – rising taxes and long-term care costs – and how a coordinated strategy can help you manage both.
Led by Gabrielle Starr, MDRT, of Transamerica Agency Network, the session will cover tax-efficient withdrawal strategies, long-term care (LTC) funding options, and the benefits of coordinating financial, health, and estate planning.
Venue | TBD (postponed)
Want to leave with practical insights and clear next steps? Claim your free ticket below:
