Savvy Tax Moves for 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.

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.