Smarter You: Practical Tax Strategies in a Post-OBBBA World
Hosted by Jamie Alpaugh, Wealth Advisor at Brio Financial Group and Vivian Segura Associate Wealth Advisor. Jamie brings deep experience in retirement income planning, tax-efficient investment strategy, and helping clients connect the dots between today’s decisions and long-term outcomes.
In this session, we’ll cover:
• Where people usually overpay in taxes without realizing it
• How tax planning decisions change over time
• The role of Roth, traditional retirement, and taxable accounts
• Strategies for coordinating investments and taxes
• Key considerations as you approach or enter retirement
• Common myths and misconceptions around taxes
You’ll walk away with practical ideas you can use now, not just theory. Join us https://briofg.zoom.us/j/4152153282?omn=83152730745 Meeting ID: 415 215 3282