Tax Planning in Retirement & End-of-Year Updates 

Instructors: Ken Burke, CPA/PFS CBEC®, President & CFO, High Falls Advisors, and Jennifer Vogler, JD, Executive Vice President, Chief Compliance Officer, High Falls Advisors

Please join us for an educational event on tax planning strategies in retirement. We will also discuss recent tax law updates as well as year-end tax planning strategies to help minimize your tax liability now, and in the future.

• Learn the 4 key stages of retirement and how to manage taxes in each of them
• Get access to powerful charitable giving strategies
• Understand the Social Security tax trap and how to avoid it

*Please note that we are not selling or recommending specific investment plans or products.These seminars are educational in nature and intended to provide participants with information on tax mitigation strategies.