VIRTUAL: Tax-Free Saving & Financial Planning
Thursday, February 127:00—8:30 PMVirtualWinchester Public Library80 Washington St, Winchester, MA, 01890
Taxes are unavoidable — but when you pay can make all the difference. The proper planning can significantly reduce our tax bill. In this webinar, we will discuss how to do it the right way and keep more of your hard-earned money.
Topics include:
- The different tax treatments in the U.S.
- Tools that help families reduce taxes over time
- Tax-saving's impact on retirement savings and generational wealth
- Understand how taxes affect investment returns and how to avoid being taxed twice
- The #1 IRS Secret: Discover how this powerful section of the tax code allows money to grow tax-deferred, come out tax-free, and even provide lifetime protection.
Take control of your taxes instead of letting them control you. This webinar will equip you with the knowledge, strategies, and confidence to maximize your savings, protect your investments, and build a stronger financial future.
Sign up HERE via Zoom.
About the presenters
As a proud member of Finseca, Theresa Kung's original background is Ph.D. in Neuroscience. She now has over 11 years of experience in the financial service industry. She is a licensed financial security professional serving clients across 24 states, with operational offices in seven states nationwide.
Kwokin Ou is a Fiscal Officer at MIT and a financial security professional with a background in finance and computer science.
Register through link in description