04/28/2026
https://www.facebook.com/share/p/18WMhtRieE/?mibextid=wwXIfr
Are you confident that your current retirement strategy is built to handle the next 30 years? With life expectancy increasing, planning for a three-decade retirement requires more than just saving—it requires a strategy that works with today’s complex tax laws.
WMFP is hosting an upcoming seminar, "The 30-Year Retirement Plan," for those that need guidance is their planning.
Here is exactly what we will cover:
Tax Law Updates: I’ll break down how recent changes to tax laws directly impact your retirement income.
Smart Coordination: We’ll discuss how to manage your Social Security, 401(k), and IRA distributions to minimize tax liability.
Asset Protection: You’ll learn how to identify potential pitfalls that could lead to unnecessary taxation and learn strategies to keep more of what you’ve earned.
Why you should come:
I believe that a great retirement plan shouldn't be fragmented—it should be a coordinated roadmap. If you are nearing retirement or are already there, this seminar will provide you with the technical knowledge to potentially save thousands over the course of your retirement.
Event Details:
🗓️ Date: Tuesday, May 19, 2026
⏰ Time: 6:00 PM – 7:00 PM CST
📍 Location: Gail Borden Public Library, 270 N Grove Ave, Elgin, IL
Registration:
Spaces are limited, so please RSVP at the link below to secure your seat:
https://bit.ly/4d9BqII
I look forward to seeing you there and helping you plan for a secure, tax-efficient future.
