Two Big Risks in Retirement—One Smart Plan | Workshop

Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care

Retirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face – rising taxes and long-term care costs – and how a coordinated strategy can help you manage both.

Led by Gabrielle Starr, MDRT, of Transamerica Agency Network, the session will cover tax-efficient withdrawal strategies, long-term care (LTC) funding options, and the benefits of coordinating financial, health, and estate planning.

Rescheduled with support from Queens University of Charlotte’s Graduate School.

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Venue | Queens University of Charlotte’s Dana Hall, Room 214: 1928 Selwyn Ave, Charlotte, NC 28274

Parking | North Parking Deck: 2217 Wellesley Ave, Charlotte, NC 28274