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EDUCATION CENTER

Mid-Year Tax Tactics: Boost Your Retirement Plan

Navigating tax implications and retirement planning can seem complex, but mid-year adjustments can make a world of difference. Whether you're nearing retirement, already enjoying your golden years, or laying the groundwork for the future, our latest video offers vital insights to shape your financial trajectory. Led by Patrick Ray from The Retirement Group, this session delves deep into crucial tax tactics, illuminating the nuances of tax brackets, deductions, and smart retirement contributions. Equip yourself with the knowledge to fortify your retirement plan and optimize your financial future. Don't miss this chance to refine your approach, ensure tax efficiency, and solidify your retirement blueprint. Your future self will thank you.

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead