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TAX SAVVY RETIREMENT WEBINAR

Gaining Confidence Through Tax Savvy Retirement Planning

Topics We Will Discuss: 


  • Tax-Efficient Retirement Income: Exploring Strategies to Maximize Your Nest Egg.
  • What the Social Security “Tax Trap” is and how you can avoid it.
  • Medicare Premiums and Taxes: Understanding the Costs and Potential Tax Breaks.
  • The critical tax mistakes to avoid when it comes to your portfolio, healthcare, and financial estate.
  • Charitable Giving and Taxes: Thoughtful strategies to support your causes and save money.
  • RMDs: Demystifying Required Minimum Distributions and Tax Implications
  • Tax Changes and Updates: What you should know about the latest tax laws and regulations.


Don't miss this opportunity to take control of your financial future and approach retirement with confidence.

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About Event & Presenter

A penny saved is a penny earned, right? With interest rates rising, inflation impacting our spending power, and stock market volatility, the importance of minimizing taxes becomes greater for those in or nearing retirement. This educational event will explore simple tips to create a more tax-efficient retirement. From Social Security and Medicare to IRAs, this event looks at your retirement through a whole new lens as you discover your possible paths forward.

Ben Harvey is your presenter for this event. Ben is the Senior Financial Planner at Pathway Financial Planning in West Chester, Ohio. He leads the financial planning process and works with you to identify goals, understanding that they may shift as your life and financial needs change. Through Pathway’s proprietary Path to Purpose FORMula™, he creates and implements personalized strategies focused on supporting your financial well-being.

For specific tax planning advice or services, please consult a qualified tax advisor or CPA. Each topic will be discussed in greater detail at the presentation. Please note that any strategy utilizing investments carries an inherent element of risk. Certain strategies may not apply or be suitable for all attendees. For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor. Not endorsed by or affiliated with the Social Security Administration or any other government agency.

Will the webinar provide specific investment advice?

The webinar will not provide personalized financial advice. This webinar in particular focuses on how to potentially reduce taxes through the use of strategic planning. While investments are a financial planning tool, this webinar will not be investment-specific. 

What if I have a question specific to my own retirement situation?

While the webinar won't be able to address every individual circumstance, there will be a dedicated Q&A session where you can ask general questions pertaining to the topics covered. Additionally, you may be directed to resources or encouraged to seek personal guidance from a financial advisor. 

How much does the webinar cost?

There is not a cost associated with this webinar, but spots are limited.