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About This Webinar
If you are nearing retirement, or recently retired, it's important to understand your options when it comes to minimizing your tax exposure and taking advantage of historically low tax rates. What you do or don't do today, may save you, or cost you, thousands of dollars in retirement!
Join us for a complimentary webinar where we'll show you how you can create tax-efficient retirement income and potentially save thousands of dollars.
Language:
English
Who can attend? Everyone
Featured Presenters
Founder & President of Mark Lee & Associates
Mark Lee has spent the last 10 years of his career focused on helping seniors to provide for a wide range of protection for their needs.
Mr. Lee spends a large part of his time educating seniors about Medicare and the many benefits that it provides. Medicare can be very complex, particularly for people who are encountering the program for the first time. Mark is a licensed independent insurance broker.
His other areas of expertise include Long Term Care, Life insurance, Annuities and Social Security.
He served for two years on Connecticare’s Agent Medicare Advisory Board, and is a current Board member of the Hartford Chapter of Financial Service Professionals.
Mr. Lee spends a large part of his time educating seniors about Medicare and the many benefits that it provides. Medicare can be very complex, particularly for people who are encountering the program for the first time. Mark is a licensed independent insurance broker.
His other areas of expertise include Long Term Care, Life insurance, Annuities and Social Security.
He served for two years on Connecticare’s Agent Medicare Advisory Board, and is a current Board member of the Hartford Chapter of Financial Service Professionals.
