"Designing Your Financial Life Plan®" Webinar

What we'll cover:

Tax Planning
​Discovery strategies to help reduce your lifetime tax bill & learn how to use your marginal tax rate to your benefit.

The Bucket Plan
​Learn how to save money tax-efficiently in a way that’s coordinated with the time horizon of your lifetime financial goals.

Investing
​Learn what to do after contributing to your 401(k) and how to align your investments with your personal risk number.