Tax Diversification in Retirement Planning
Don’t Put All Your Eggs in One Basket


Join Ana Medinaceli and David McNamara, JD, for a 20-minute webinar to learn ways to diversify for retirement planning. The webinar will cover:

  • A discussion on income taxes and their effects on assets
  • Creating a case for tax diversification and how to avoid some of the hidden tax pitfalls
  • How permanent life insurance can work in retirement planning

And much more!
Date: Monday, June 22, 2015
Time: 1:00 P.M. CST
Space is Limited!

To take part in this live webinar, please email or call 617-572-1021. Details on how to access the webinar will be provided via email after you have registered (assuming space availability).

We look forward to your participation!