Taxes in Retirement Webinar - Milwaukee - Enlighten567

Are you filling the right retirement buckets?

Many people are not. In fact, 66% of Americans are worried that they will outlive their savings. If you’re among them, you’re not alone. But there are steps you can take to secure your financial future.

Join this webinar to learn strategies for making sure you have a comfortable retirement.

“A leading educational resource for those nearing retirement”

Questions to Consider


Have you taken advantage of the tax cuts and jobs act?


Have you taken advantage of the different tax buckets? (7 buckets vs. 3 buckets)


Have you maximized your deductions and credits on your taxes?

About Us

Investing for your retirement. Buying a home. Sending your kids to college. Protecting your estate assets. These are big decisions, with even bigger implications. A sea of information is available at your fingertips, and you need to know who – and what – to trust.

Enlighten 567 partners with trusted, vetted professionals – subject matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices. Our experts will make you feel informed, empowered, capable and confident so you can handle whatever gets thrown your way.


Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.
Who is this for?
The information presented at the webinar can help those already retired, as well as anyone approaching retirement.
Is there a "sales" pitch?
No, the webinars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the webinar.
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