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A Tax Strategy Seminar: Navigate Today’s Tax Landscape with Confidence

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What You'll Learn

  • Key takeaways from the “Big Beautiful Bill” and what it means for high-income families
  • Strategic Roth conversions and when they may (or may not) make sense
  • Creating tax-efficient income in retirement
  • How to reduce future tax exposure through proactive planning
  • Coordinating investments, taxes, and long-term goals

Featured Speaker

Fullerton Financial Planning

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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