Event

Hot Topic Webinar: Tax Planning for Investments and Retirement

Wednesday, February 28, 2024 at 12:00 PM CT

How do you maximize your investments and retirement accounts? Attend our February Hot Topic webinar and learn how to make the tax rules apply to you.

Join us for a webinar on Wednesday, February 28 for an hour-long discussion. Jon Meyer, President of BGM’s Wealth Management Group will look at how to use tax planning to help optimize your investments and retirement.

What you need to know: Taxes may seem complicated, but you can make them work for you.

Topics we’ll cover include:

  • Federal and state considerations
  • Tax planning opportunities
  • The world of IRAs
  • Managing RMDs
  • Tax-efficient charitable giving
  • … And more!

Reserve your spot today!

Register Now

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