Plan for a Confident Financial Future

Join Certified Financial Planner® Vince Darling ’19 of Focus Financial for a virtual alumni career workshop on Tuesday, February 24, focused on smart tax-planning strategies to help you make confident decisions when withdrawing from your retirement and investment accounts. Learn how thoughtful, proactive planning can support your overall financial goals and potentially reduce lifetime taxes.

Alumni Career Workshop: Tax-Smart Retirement Income Strategies

Tuesday, February 24

12:00 - 1:00 PM (CT)

Hosted on Zoom

Register!

Topics Include:

• Key updates under SECURE Act 2.0
• How withdrawals from different account “buckets” are taxed
• Required Minimum Distributions (RMDs) and planning considerations
• Qualified Charitable Distributions (QCDs) as a tax-efficient giving strategy
• Roth conversions and when they may make sense
• Tax-loss and tax-gain harvesting strategies
• The role of asset allocation in tax-efficient retirement planning

Investment advisory, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth.

Our virtual events are open to all alumni and friends. These events are family-friendly. Registration is free. The virtual event will be recorded live and uploaded to our YouTube channel for later viewing. Registered guests will receive a link to join the Zoom virtual workshop from Alumni Relations.

Questions? Contact Alumni Relations at [email protected].