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Financial Planning Month-October

October is Financial Planning Month

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

Author and President of The Power of Zero, David McKnight, was joined by the National Reverse Mortgage Director of Fairway Mortgage, Harlan Accola for this information virtual event focusing on helping clients keep their assets by eliminating tax rate risk from the retirement picture.  Focusing on current and (assumed) future tax rates, Harlan and David discussed the best tools for tax savings in retirement.

You can access the webinar recording in the Business Performance Center Library.

Watch On-Demand

 

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

 

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