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Tag: Webinar

Upcoming Distribution Strategies Webinar

Please join us for our Distribution Strategies Webinar:


Strategies to Help Improve Your Chances of a Successful Retirement


Learn the answers to your questions:

  • I’m retiring – which accounts should I use to supplement my income?
  • What are some ways to be more tax efficient in retirement?
  • Should I make all of my accounts more conservative as I get closer to retirement?

At this webinar you will learn:

  • Distribution strategies to be more tax efficient
  • The ins and outs of the Bucket Strategy
  • Ways to improve your retirement success

Monday, April 26th at 5:00 PM (Register Here)
​​​​​Wedn
esday, April 28th at 12:00 PM (Register Here)


Webinar presented by Cory Laird CERTIFIED FINANCIAL PLANNER™

Register with Zoom Webinar by clicking the links above
Zoom Webinar, Registration is Required for Cyber-Security
After registering, you will receive a confirmation email containing information about joining the webinar.

If you have any questions, please email Cory Laird at Cory@mmwealth.com.

Minich MacGregor Wealth Management
(518) 499-4565

Tax Strategies Webinar


You are cordially invited to our Tax Planning Webinar:


Tax Strategies to Help Manage Income Taxes in Retirement


Learn the answers to your questions:

  • What and how do Roth Conversions work?
  • Is Social Security taxable in retirement? What is the tax torpedo?
  • How are my capital gains on my investments taxed?​

At this webinar you will learn:

  • Pros and cons of Roth Conversions
  • When is Social Security income not taxable
  • Why mutual funds can increase your taxes

Monday, March 15th at 5:00 PM (Register Here)
​​​​​Wednesday, March 17th at 12:00 PM 
(Register Here)


Webinar presented by Cory Laird CERTIFIED FINANCIAL PLANNER™

Register with Zoom Webinar by clicking the links above

Zoom Webinar, Registration is Required for Cyber-Security

After registering, you will receive a confirmation email containing information about joining the webinar.

If you have any questions, please email Cory Laird at Cory@mmwealth.com.

Minich MacGregor Wealth Management
(518) 499-4565

PS:  If you know someone that may be interested in these tax planning strategies, please pass this along.