Avoiding the 2026 tax increase
(PLUS How to Plan for Long Term Care)

Are you following the news? The Secure Act 2.0 as well as potential new taxes are on the horizon. In addition, have you considered how a long-term care stay would affect your retirement savings?

Thursday, Oct. 7th at Noon or 6pm

Looking to learn about ways to have a tax-free retirement, leave a legacy, or how long-term care may affect your strategy?  Join us for this informative online webinar.

Did you know the average stay per year in a nursing home is $80,000?!?
What is your plan?

Complimentary Webinar:
“Avoiding the 2026 Tax Increase”
Plus how to plan for Long Term Care

Join us as we discuss:

How Taxes Affect Retirement

  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning


Strategies for Tax-Free Income

  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • Protecting your legacy

Long Term Care Planning

  • 7 out of 10 retirees age 65 or older will need long term care in their lifetimes
  • Policies that allow you to pay for LTC with tax-free dollars
  • The costs of Long Term Care and how to strategize around that.

Why Tax-Free Income In Retirement

  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?


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