Event Details

Date: 13 November 2025

Time: Thu, 5:00 - 6:30 PM

City: Honeoye Falls, NY

Country: United States

Location: Honeoye Falls-Lima High School, 83 East St

Location Map

References and Tickets

savvytaxplanning.com icon Client References and Handouts - Savvy Tax Planning

How Tax Planning Changes Through Four Stages of Retirement, The Guide to Taxes and Your. This two-sided handout is a helpful guide that walks attendees through ...

silverstarwealth.com icon How Tax Planning Changes Through Four Stages of Retirement

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year.

savvytaxplanning.com icon Savvy Tax Planning

This program will allow you to position yourself as a “distribution expert” who can capably guide clients through retirement.

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