Taxes in Retirement and 7 Steps to Retirement Readiness

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Featured Speakers

Megan Muccio

Megan is the proud owner of Megan D. Muccio, CPA, PLLC and a licensed investment professional at Craig James Financial Services, LLC. After spending time in the public accounting and corporate worlds, she decided to use her detail-oriented skills and love of helping people to be more hands-on in educating her clients their taxes and in managing and growing their assets. Through her CPA business, Megan offers individual and business tax preparation and individual tax reviews. As an investment professional, she works with clients through investing and financial planning to ensure they make sound decisions about their financial future. Megan knows that there are many people who need assistance with understanding and improving their financial lives and is excited to be able to alleviate her client’s financial concerns on a daily basis.

American Financial Education Alliance (AFEA)

AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) Non-Profit Charitable Organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

What You'll Learn

Taxes in Retirement

7 Steps to Retirement Readiness

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