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Financial Planning Month-October

October is Financial Planning Month

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.  

While most Americans have saved in tax-deferred vehicles like 401(k)s and IRAs, what happens when tax rates go up?  How much of their hard-earned money will they really get to keep?  David and Harlan will share how financial advisors can help clients keep their assets by eliminating tax rate risk from the retirement picture.

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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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