We'll cover:

• Why the investment industry keeps tax advice off the table — and what it may cost you

• Specific strategies that only become possible when tax and investment planning work together

• How taxes affect your Social Security and Medicare premiums

• Q&A Session: Your Retirement Tax Questions—Answered

This is a limited-seat event. If you've been a subscriber to our newsletter, you already know we don't waste your time. This seminar is no different.

Your presenter:

Jack Waletich, CPA, PFS, CFP®

While serving clients across all life stages, Jack is particularly passionate about helping individuals transform their life’s work into a financially confident retirement. His experience in the Ultra-High-Net-Worth space has equipped him with deep expertise across complex areas of investment management, financial planning, and income and estate tax strategies.

As a Certified Public Accountant, Jack brings a strong tax-focused perspective to financial planning. He leverages this background to help clients make informed decisions to minimize their lifetime tax bill. In addition to the CPA designation, Jack holds the Personal Financial Specialist (PFS) and Certified Financial Planner™ (CFP®) credentials, underscoring his commitment to comprehensive and ethical financial guidance.

Jack earned a double major in Finance and Accounting, a Master of Accounting, and a Graduate Certificate in Taxation from Minnesota State University – Mankato.

Outside the office, Jack is an avid Minnesota Vikings fan who enjoys hunting, fishing, and spending time with his wife and daughter.

Once registered, a member of our team will reach out to confirm your spot(s)