You are invited! Join us for a free in-person Retirement Tax workshop
Women only Retirement Event: April 22nd at 6:30 PM at the Community Center
Keeping More of What You’ve Earned – A Must-See In-Person Event for Those Near or In Retirement! in the Palm Coast area!
Women's Event
Presenter: Connie Wiltfong
Type of Workshop: Seminar
FREE: In-person workshop where you'll learn
- Discover how Roth conversions can help reduce your lifetime tax burden.
- Understand Required Minimum Distributions (RMDs) and how to avoid costly mistakes.
- Learn how Social Security is taxed and the four things you must know before claiming benefits.
- Identify major tax pitfalls that can arise after the death of a spouse—and how to prepare.
- Take the right steps to optimize your retirement income and minimize taxes.
Your Host: Connie Wiltfong
Connie Wiltfong is a seasoned tax professional and Chartered Financial Consultant (ChFC) with an impressive 20 years of experience in the financial industry. Her passion for assisting individuals in retirement is deeply rooted in her previous career as a critical care nurse, where she dedicated over 25 years to caring for patients in challenging and high-pressure situations. This background instilled a remarkable work ethic and a genuine commitment to her client's well-being.
Raised on a farm, Connie's upbringing taught her the value of hard work and compassion, principles she has carried with her throughout her life and career. Her expertise as a ChFC enables her to adeptly navigate the complexities of financial planning, including estate, retirement, and tax planning. Connie's clients benefit from her exceptional ability to unravel intricate tax laws and regulations, allowing them to minimize tax burdens while maximizing their financial security.
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