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What You’ll Learn

01

How taxes may impact your retirement income

02

Strategies to help reduce taxes on IRAs and 401(k)s

03

How to create reliable income in retirement

04

Common Social Security mistakes retirees make

05

How market volatility can affect retirement withdrawals

About the Presenter: Jeremy Erisman

Jeremy has over 10 years of experience helping people navigate retirement planning, income strategies, and tax-efficient withdrawals. He has a genuine passion for sharing his knowledge through workshops and classes, guiding attendees so they can feel more confident, comfortable, and content in retirement. As part of a local husband-and-wife team, he has taught educational sessions across campuses throughout the West Valley & Scottsdale and is a proud member of the Peoria Chamber of Commerce, supporting his local community.

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Your financial journey is unique. In your complimentary discovery session, we can help with tax-saving strategies, Social Security, legacy planning, and other retirement considerations tailored to you. This session is designed to give you clarity and actionable guidance!