Taxes can be one of the bigger expenses you’ll face in retirement. The focus shifts from saving to spending, and how you spend matters. A tax-efficient plan can help you turn your savings into a more sustainable income stream while minimizing your tax burden.

Join us to learn how you can make smart financial decisions to minimize taxes and maximize your income during retirement!

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

This event is funded in part by Potomac Fund Management.