Tax Reduction Strategies for Pre-Retirement Baby Boomers

Learn strategies for taking distributions from your retirement accounts aimed at lowering your tax liability throughout your retirement.
This workshop is specifically designed for individuals who:
During the workshop you will learn:
Food Choices

Register for the Seminar

Monday July 26th at 5:30 PM or Tuesday July 27th at 5:30 PM

Featured Speaker:
Ty A. Bernicke, CFP®, President,
Executive Wealth Manager

Ty Bernicke is the President of Bernicke Wealth Management and serves as a Senior Wealth Manager. Ty currently works with a limited number of clients that require wealth and/or investment management services.

His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.

Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

© 2021 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.