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FREE WEBINAR

Savvy Tax Moves for 2024

Thursday, February 22nd at 6:00 PM(CDT)

If you are approaching retirement, or already retired, do you know how taxes, especially new changes to tax law, can have an impact on your retirement income? Join us for this educational webinar to learn how to optimize your retirement income and reduce taxes in 2024!

Attend and Learn

During this webinar, you will hear from a professional on how to potentially reduce the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks. It is important to know and understand how to protect and grow your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.

If you would like up-to-date and comprehensive information on how to optimize your retirement income while reducing your taxes, this webinar is for you.

How to reduce or eliminate retirement and estate taxes
Financial and tax strategies that could increase your retirement income and last a lifetime
Key tax and retirement provisions in effect today and in the future due to SECURE Act 2.0
How to structure your retirement savings so you never have to worry about running out of money
Tools and methods available to retirees to help develop a retirement tax strategy

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Meet the Presenter

Robert Eisenberg

Financial Advisor

For over 20 years, Rob has worked successfully with clients on their tax, wealth, and estate planning initiatives. As a Fiduciary financial planner, getting to know the complete picture and designing a risk-managed solution is Rob’s specialty. By combining insurance and investments choices, clients can select which path works best for them. Each recommendation is part of a 4-Pillar Financial Plan that Rob and his team create to help act as a financial blueprint for your future.

Rob grew up in Northbrook, IL and is married to his wife, Rachel, and has 2 kids, Makenzie and Reese. As a former options market maker at the CBOE, applying risk management disciplines becomes incredibly useful when constructing client portfolios. He works with clients locally and around the country to help them with their tax, wealth, and estate planning goals. His passion outside of family is pickleball, golf, and photography.

This presentation is strictly informational. This presentation has not been endorsed by the Social Security Administration. The Financial Professional presenting this webinar is not affiliated with the Social Security Administration or any other governmental organization. Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment Advisory Services are offered through SGL Financial, LLC, an SEC Registered Investment Adviser. Insurance and other financial products are offered separately through individually licensed and appointed agents.