This session explores strategies that reduce lifetime tax liability and improve after-tax outcomes. From executive compensation plans to charitable giving techniques, we’ll share advanced planning tools that help you retain more of what you earn—and pass it on with purpose.
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To mark our 40th anniversary, we’re offering a 3-part educational event series designed to help you maximize what you’ve built, minimize tax drag, and retire on your terms.
This session is uniquely developed for high-income earners, business owners, or executive professionals looking to retire with over the next 5 years.