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Franklin Tennessee

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Suite 600
Franklin, TN 37067

Troy Michigan

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Suite 1400
Troy, MI 48084

2023 Digital Library

November 2023: The New Retirement Rules: Understanding SECURE Act 2.0

Join me for this 25 minute Webinar discussing the SECURE Act 2.0 and the impact it will have on your retirement planning. 

 

October 2023: How Tax Planning Changes Through Four Stages Of Retirement

Why having a financial plan can help keep you focused on your primary financial goals that can change over time. We will discuss samples of the types of goals and obstacles that investor encounter. 
 

 

September 2023: How Tax Planning Changes Through Four Stages Of Retirement

Join me for this 25 minute Webinar discussing how your tax planning will change over the course of your retirement.

 

August 2023: The Road to Retirement

A 25 minute Webinar discussing strategies that will help you envision what might work as a long-term guide for drawing retirement income.

 

July 2023: Mid-Year Outlook

See what might be in store for investors for the rest of 2023 with research from LPL Financial's Mid-Year Outlook. 
 

 

June 2023: How Successful Families Approach Money

We will Discuss how affluent families have the money discussions among multiple generations and how that might be helpful for you to consider how you would like to approach this concept with our own family. 
 

May 2023: Planning For Lifetime Income In Retirement

What you need to know about minimizing taxes when creating an overall strategy for retirement income. 

April 2023: Tax Efficient Distribution Strategies

What you need to know about minimizing taxes when creating an overall strategy for retirement income.

The information in the presentation is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. 
 

March 2023: Visualize Retirement

How to frame your retirement goals so that they are in line with your personal values and goals. We will discuss best practices for how to plan for retirement and keep striving toward your goals in retirement. 

February 2023: Thriving in Volatile Markets

How to handle market volatility and stick to your long-term plan and goals. We will discuss best practices and how to avoid distractions that might lead you and your financial plan astray. 

January 2023: Market Outlook Webinar

 25 minute Webinar discussing the LPL Research Outlook for the financial markets for 2023.