Lunch with a Legend

John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LACP, LUTCF, CLTC

How does annuitization of 401k balances as well as other wealth cause taxes to go up 1% on some people?
How does the “Motherhood Penalty” reduce women’s Social Security benefits by 16% with the first child, and 2% for each one thereafter? How can you help boost women’s retirement savings?

The Urgency for Knowledgeable, Professional Advice Has Never Been More Essential!
This has been a historic year of change and volatility, and your clients and prospects need your help more than ever to maximize every tax-saving strategy possible. Learn how to make the most of the days we have left before we turn the page for a new year!