Retirement by Design: Tax & Estate Planning

Retirement by Design: Tax & Estate Planning

Retirement planning is about more than building wealth. It's also about protecting what you've worked hard to achieve and ensuring your wishes are carried out for the people and causes that matter most. Join Lisa Ward, Founder of Plumb Financial, as she shares practical strategies for managing retirement income, minimizing taxes, and creating an estate plan that supports your long-term goals.

With a passion for helping individuals achieve their life goals through sound financial planning, Lisa believes that financial literacy empowers people to make confident, informed decisions about their future. In this session, she will help participants understand how taxes can impact retirement income and provide guidance on creating an estate plan that protects both assets and loved ones.

What You'll Learn:

• How to manage retirement income and cash flow in a tax-efficient manner.
• The impact of taxes on Social Security benefits, retirement accounts, and investment income.
• Strategies for Roth IRA conversions and other tax-planning opportunities.
• The essentials of wills, trusts, beneficiary designations, and the probate process.
• How charitable giving and legacy planning can support your financial and personal goals.
• Steps to create or update an estate plan that protects your legacy and loved ones.

Whether you're preparing for retirement, already retired, or looking to ensure your estate plan reflects your current wishes, this session will provide practical tools and insights to help you make informed decisions with confidence.

About the Presenter

Lisa Ward is the Founder of Plumb Financial and is dedicated to helping individuals and families achieve their life goals through sound financial planning. Her mission is to improve financial literacy and empower people to make informed decisions that support lasting financial well-being.