Tax Strategies: Maintain More of Your Own Money Workshop

Adult Enrichment / Financial & Retirement -

Fall 2026

You may have heard about the recent new tax policies but how does it connect to your retirement planning? Taxes are an important part of the bigger picture, and our educational workshop is designed to provide clarity. We’ll explore topics such as: - History of tax law and recent changes - How taxes can impact retirement planning - Concepts for creating a tax-aware legacy - Comparing taxable vs. tax-advantaged investment options This session provides a broader perspective on how taxes and retirement decisions can work together as part of an overall strategy.

Carrie Fitzpatrick

Advisor

Carrie began her career with the firm in 2022, managing client operations and investment account administration before advancing into her current advisory role. As an Advisor, she supports clients with their investment and financial planning needs, helping develop personalized strategies and oversee managed accounts. Carrie is committed to delivering clear guidance and a supportive experience to every client she serves.

September 2026