(A) Understanding Tax Planning During Retirement

This workshop will help you anticipate how and when to tap assets to cover your expenses, understand the range of taxes you will face at various stages of retirement, and help you manage your actions so you pay as low a tax rate as possible. Presented by William M. Greenfield, CLU, ChFc of Wealth Bridge Advisory Services, LLC. This is a virtual workshop. A Zoom invitation will be sent to your email on the afternoon of the workshop.