WEBINAR DETAILS
  • About
    Recorded in front of a live audience in Benton, AR on April 23rd at 6:00PM. Mark Smalling and Dale Colclasure talking about the importance of Social Security Planning, having a tax efficient retirement plan in place, and much more from the team at RetirePath in Little Rock, AR.
  • Agenda
    • 1) Tax Diversification Strategies with Examples
    • 2) Taxes Future Outlook
    • 3) ROTH IRA Conversion Strategies
    • 4) RMD's/Secure Act 2.0
  • Price
    Free
  • Language
    English
  • OPEN TO
    Everyone
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • 1591212456-dfaf715881f93299

    Mark Smalling

    Co-Founder
    Mark Smalling has been in the insurance and financial services industry since 1991. As head of the Medicare and Social Security division of RetirePath, Mark not only works with individuals but also consults with human resources departments and...
    Full Profile
  • 1591212424-eb0e89213df54817

    Dale Colclasure

    President of Wealth Management
    Dale has always had a solid work ethic and a heart for building relationships with people. Having been raised in an entrepreneurial family, married for thirty years and raising four children with his wife, Amanda, he is committed to building...
    Full Profile
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