Preparing for taxes in retirement

February 25, 2026 - 12:00 PM PST

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.

You must RSVP to receive access credentials for this event or seminar.

Presented by: Melanie Finkle, Financial Advisor - Heritage Wealth Advisors

Hosted by: Heritage Wealth Advisors

Join us!

Date: Wednesday, February 25, 2026

Time: 12:00 PM - 1:00 PM PST

To reserve a spot: call us at 425.228.1000 or email us at sophia.jaksha@ampf.com