Your Retirement Roadmap Webinar: Navigating Financial Planning, Taxes, Social Security & Medicare

This webinar focused on retirement planning and covered key considerations for Social Security and Medicare planning, financial planning, tax strategies, Roth conversations, and more.

Presenters include: Chris Wittich, Tax Partner with Boyum Barenscheer, James Knapp, Managing Partner with Boyum Wealth Architects, Sandra Juetten, Director of Individual and Medicare Business with Schatz Benefit Group, and Tenner Stoe, Financial Planner with Boyum Wealth Architects. Access the presentation HERE.

Watch the recording below.

Advisory services are offered through Boyum Wealth Architects, LLC, an SEC Investment Advisor. Boyum Wealth Architects, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Investing always involves risk and possible loss of capital.

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