Hosted by financial advisors Jesse Raines and Eric Tuller, please join us for a complimentary educational workshop where Jesse and Eric will talk about important strategies that can help you create a clearer plan for your retirement years. You’ll walk away with practical information you can begin using today to better understand how key decisions may affect your long-term financial picture. 

In this workshop, you’ll learn how longevity, healthcare costs, and market volatility can shape your retirement income strategy. We’ll break down Medicare Parts A and B, Medigap, Social Security taxation, and how different income sources and investments are taxed—along with ways to help mitigate those impacts. You’ll also uncover common retirement mistakes that can lead to higher taxes and how to avoid them.