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April 02, 2024

5 Steps to a Less-Taxing Retirement

Retirement should be a much-anticipated milestone that fills people with excitement. However, the complexities and unknowns surrounding retirement can often lead to uncertainty, even for those who have diligently saved and planned for their retirement years. Fortunately, it doesn't have to be this way — we can help.

In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.

In this session, he’ll cover how to:

• Minimize income tax

• Maximize Social Security benefits

• Safeguard portfolios from risk

• Protect your family’s finances

• Make your wishes known in the case of incapacity or death

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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