Navigating Retirement During Inflation and Tax Changes

This educational seminar offers insight into strategies that can help you make informed decisions to safeguard your nest egg, navigate recent tax changes, and ensure your finances keep pace with the cost of living. Please note: This seminar is educational in nature and will focus on information — there is no cost to attend, and nothing will be sold. It’s an opportunity to broaden your understanding of retirement planning strategies for 2026 and beyond, so you can make well-informed decisions for your family’s future in the new year.

REGISTER FOR THE EVENT HERE

No specific tax advice is given in this class. Instead, the focus is on helping you see the system clearly, recognize avoidable tax traps, and understand where planning conversations matter most.

This class is ideal for retirees and pre-retirees who want to explore legitimate ways to reduce taxes in retirement and are interested in having a personal planning conversation to identify what may apply to their situation.