Strategies to Tax Plan Your Way to Wealth for W-2 Employees

Many of My Financial Coach’s AAPL clients are W-2 employees of both for-profit and not-for profit organizations. During the planning process our CFP®s are helping clients maximize the value of their employer sponsored benefits. During this webinar, Bill MacDonald (My Financial Coach’s CEO) will be joined by two Subject Matter Experts, Don Curristan and Trevor Lattin, from Executive benefit Solutions (EBS). EBS’s partners have worked with some of the largest healthcare organizations in the country bringing them innovative ideas to help attract, retain, and reward key employees.

This webinar will help you uncover areas for tax and retirement savings that you may be overlooking:

• How to maximize your employer benefits to build wealth

• Discover ways to reduce your taxable income

• Convert pre-tax retirement savings into tax free income

• Things to consider in your employment contract