Attention Massachusetts Baby Boomers!

Taxes in retirement can be just as confusing as learning to play soccer for a 3-year-old. ⚽
There are lots of strategies to help you score big (i.e. keeping more of your hard-earned money), but most CPAs and financial advisors aren’t retirement tax planners. But we are. And we’re ready to teach you some little known tax moves to outsmart Uncle Sam (we’re pretty good soccer coaches too). ?
Join us for our brand new, free online workshop, How to Be Tax Smart in Retirement. ?
Thursday 10/22, 7pm-8pm or
Saturday 10/24, 9am-10am
You can also sign-up to receive a re-play if these dates don’t work for you. Register here:

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