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Steve Gaito: Upcoming Webinar & Book | Certified Financial Planner

Webinar July 23, 2024 at 6:30pm

Guests: Becky Swansburg & Neil Wilding
Becky worked in the Whitehouse and on Capitol Hill and gives a unique perspective on Taxes
Neil is an expert on understanding how taxes can minimize retirement income

Free Book The New Holistic Retirement

Website to register: https://www.yourtaxwise.com/gaito-sw-webinar-event/

Call today for tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion

Steven W. Gaito, CFP®
Certified Financial Planner TM
Cell: 919-270-4100
110 Traders Cross, 1st Floor, Bluffton, SC 29909

Talk of the Town Hosted by Robyn Zimmerman

July 2024

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