During this presentation learn how Tax Planning Changes Through Four Stages of Retirement. You have to know what your “after-tax” retirement savings picture looks like BEFORE retiring. You must plan how and when you will use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently. Organize your assets for your family’s benefit—estate planning still matters!

Presented by Brian Wolfer CFP®, MBA. Brian came to Black Diamond Financial Solutions after a 20-year career with Vanguard where he started as a back-office manager. Realizing he wanted a client-facing role, Brian earned the Certified Financial Planner® designation, which he has held since 2008. Starting as a Paraplanner and working with Senior Advisor/mentors gave Brian a strong foundation to propel his career to the role of Financial Advisor, and eventually Senior Financial Advisor. Brian was responsible for managing the portfolios of over 200 high net worth clients and advising on a wide range of planning topics. Brian attended Widener University for his undergraduate degree and holds a Bachelor of Science in Management. He then continued his education at West Chester University where he earned an Executive MBA.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.