Save the Date for Free Financial Planning Webinar
The SIOP Foundation is partnering with DSF Wealth Management Group to offer another free financial planning webinar available only to U.S.-based SIOP members.
Lifestyle & Legacy: The Keys to Your Abundant Retirement will begin at 2 p.m. EST Wednesday, March 2.
Attendees will learn:
- How to create substantial income tax deductions through charitable giving
- The big three concerns of every retiree and why you should learn more about them
- How to convert unused assets into a tax-free income you can't outlive while also leaving a lasting legacy with your favorite charities
- How to reduce and even eliminate income taxes on your IRA and 401(k)
- How to save taxes using strategies the IRS wants you to use
- How to create a zero-tax plan and pass on more wealth to the causes you care about
- Much more!
U.S.-based SIOP members can register here. Registration for these complimentary webinars will be handled entirely by SIOP’s Administrative Office. No contact information will be provided to DFS Wealth Management Group unless you decide to provide yours.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. DSF Wealth Management Group, LLC of 1195 Washington Pike, Suite 102, Bridgeville, PA is not a subsidiary of nor controlled by Cetera.