The Blueprint for a Tax-Smart Retirement™

Event Details:

📅 Date/Time: April 28th, 2025 from 6:00 - 7:30 PM

📍 Location: West Park Community Room, 610 Esther St, Vancouver, WA 98660

Taxes are our biggest lifetime expense yet so few of us have a plan in place to ensure we're minimizing our lifetime tax burden.

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Prepare to learn:

✅ How to avoid the biggest tax mistakes retirees make.

✅ Identifying the correct withdrawal order from your assets.

✅ Implementing the right tax strategies that will allow you to spend more, give more effectively, and leave a larger legacy.

I'm a CERTIFIED FINANCIAL PLANNER™ professional in the Vancouver area who helps individuals 55+ live better retirements while paying less taxes.

I'm passionate about providing quality retirement education, and I know that you will find my session useful and informative.