Register now for our Lunch & Learn to discuss Smart Tax Strategies for Retirement with Wealth Advisors Frank McLaughlin and Mike Ersser - March 26 at 12:00 PM PST
Smart Tax Strategies for Retirement 2024 is an engaging Lunch & Learn session hosted by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC® and Mike Ersser, CFP®, ABFPTM. In this live video event, they will share valuable strategies and tips aimed at helping you craft intentional and wise tax plans for retirement. Explore a range of tax-related insights, delve into intriguing historical data, and discover fun facts to underscore the importance of making informed decisions about your taxes, whether you are already retired or planning for retirement. There will be time for Q & A following the main discussion and as always, the advisors can be contacted for additional questions after the event.
"*" indicates required fields