Hot Topic Webinar: Tax Planning 101: Tax Planning for Investments & Retirement
Wednesday, February 25, 2026
12 to 1 p.m. CT
How can you maximize your investments and retirement accounts while managing taxes effectively?
Are you looking for ways to reduce your tax burden while growing your wealth for retirement?
Join us for February’s Hot Topic webinar, where we’ll cover tax planning strategies to help you make informed decisions in 2026. Whether you’re actively investing or planning for retirement, this session will provide actionable insights to help you keep more of what you earn.
What You’ll Learn
- Tax implications at the federal and state level
- Strategies to reduce taxes on investment income
- Tax-smart approaches to IRA distributions
- Navigating required minimum distributions (RMDs)
- Using charitable contributions for tax benefits
- And more!
Who Should Attend
This webinar is designed for couples and individuals who:
- Want to understand how taxes impact their investment returns and retirement income
- Are looking for strategies to minimize taxes on capital gains, dividends, and interest
- Need guidance on tax-efficient withdrawal strategies from retirement accounts
- Are approaching or managing RMDs
- Want to explore charitable giving as part of their tax planning
Presenter
Principal, President, Wealth Management
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
