Questions about Your Retirement in Today's New Normal? During our time together, we’ll discuss:
Ways to potentially protect yourself against volatile market conditions and hedge against inflation.
Offer guidance on how to re-create your retirement income paycheck in the most tax-efficient manner possible.
Strategies to reduce current and future Medicare premiums.
What you should be considering NOW in your IRA/401k accounts prior to historically low tax rates expiring at the end of 2025!
Key highlights of the SECURE Act and inherited IRA overhaul.
Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important concepts.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.
24800 DENSO DRIVE, STE 300, SOUTHFIELD, MI 48033
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.