Employee Wellness Finance: How to Maximize Your Retirement

Join Employee Wellness to learn tax planning strategies you need to protect your nest egg and gain confidence in your retirement plan. Attendees will discover: 

• How to reduce taxes on your retirement income
• Strategies for required minimum distributions and avoiding costly mistakes
• The role of Roth conversions and timing for maximum benefit
• Tips for tax-efficient withdrawals from IRAs, 401(k)s, and other accounts
• How to plan for Social Security tax implications
• Does a qualified charitable distribution make sense for you

Why Attend?

• Protect your nest egg from unnecessary taxes
• Gain confidence in your retirement plan
• Get actionable strategies you can start using today

Sabrina McGurr has 18 years of experience in the financial services industry. She is a Senior Specialist in Financial Planning at CAPTRUST. McGurr helps individuals and families identify and prioritize financial goals, optimize investments and create strategic roadmaps for retirement income. She holds a Bachelor of Arts in finance from the University of Washington and is passionate about helping clients maximize their wealth and minimize their tax burden in retirement.