Online Registration

Savvy Tax Planning for Retirement (virtual classroom)

Dates: May 21, 2024

Meets: Tu from 9:30 AM to 11:30 AM

Location: Zoom Classroom 4

Registration Fee: $39.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

Tax planning for retirement is equally as important as saving for retirement but is often overlooked; you must create a strategy so you don't lose your hard-saved money! Join Zachary Beckhusen, Certified Financial PlannerĀ® Professional, Accredited Wealth Management Advisor, and Certified Instructor for Financial Educators Network, to learn the foundations of tax planning for retirement so that you can avoid major mistakes and maximize your income! Explore common estate planning mishaps, Medicare and Social Security stealth taxes, and strategies to potentially reduce RMDs and future tax brackets. Course includes a valuable guide recapping major topics covered in class.


We email virtual classroom access two business days before classes begin; please register early to ensure you receive this information. If you have not received virtual classroom access the day before your class, please check your inbox's spam, deleted, and/or promotions folders. It is the responsibility of participants to check their email inbox for virtual access information prior to class and, if it has not been received, to contact our office during business hours (8 a.m. - 5 p.m.) before class starts at or (360) 383-3200. No refunds or credits will be given for a class once it has started.
Fee: $39.00

Fee Breakdown

Course Fee (Basic)Registration Fee$ 39.00
Optional FeeKids College Scholarship 5$ 5.00
Optional FeeKids College Scholarship 10$ 10.00
Optional FeeKids College Scholarship 25$ 25.00

Zoom Classroom 4

Online Platform


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