Description

By the end of this 4 week course, retirees will:Understand how retirement income is taxed from various sources.Learn strategies to minimize taxes and maximize net income.Recognize how Social Security and Medicare interact with taxes.Gain awareness of estate and legacy considerations. Walk away with a simple, practical tax planning toolkit for retirement.

A CERTIFIED FINANCIAL PLANNER practitioner, Doug prides himself on working with clients to bring clarity to the complexity of their financial lives. He uses an established process to understand what is most important to clients and to help them make informed decisions.

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NO REFUNDS WILL BE GIVEN AFTER CLASS BEGINS

Location

PBGCHS Bldg 3 Room 116 at Palm Beach Gardens Community High School

Instructor

Douglas Marcello