Are you confident in your retirement tax strategy? Many retirees end up paying more taxes than necessary because of hidden traps and missteps. Don’t let that be you! Join us for a Money School workshop where you’ll gain clarity and actionable insights to navigate retirement’s complex tax landscape. What you’ll learn:

• The Four Stages of Retirement: Understand how tax implications change as you transition from the “go-go years” to the “no-go years.”
• Avoid Hidden Tax Traps: Learn how to minimize unexpected taxes on Social Security, Medicare, and required minimum distributions.
• Smart Tax Strategies: Discover how to efficiently manage taxable, tax-deferred, and tax-free assets to reduce your tax burden.
• Secure Your Legacy: Explore effective estate planning tactics to ensure your assets are preserved for your loved ones.

This workshop is tailored to help you feel confident and empowered about your retirement tax planning.

This  workshop is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor at Black Diamond Financial Solutions and an experienced instructor with The Money School, a program of the Delaware Community Reinvestment Action Council.

Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.