You need to be logged in to view this video

Decumulation Strategies Demystified

Released on Saturday, September 21, 2019RETIREMENT
You've saved hard and soon (if not already) your investments will be an important source of your cash flow. In this presentation, Rona will highlight strategies to reduce tax, extend the life of your capital, and transfer estate capital to your chosen heirs. Her presentation will leave time for attendee questions, so if decumulation is on your mind, here's your chance to ask the expert.

Rona Birenbaum
Caring for Clients, Founder

Trending Now

Filter By Category
Filter By Keywords