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Learn how the Dunning-Kruger Effect can lead to costly retirement planning mistakes involving taxes, IRMAA, Roth conversions, asset location, and charitable giving.

Learn how a tax-efficient retirement withdrawal strategy can help reduce taxes, maximize retirement income, and determine which accounts to withdraw from first.

Learn how estate planning can help protect your retirement, family, and legacy. Join our free Retirement Estate Planning Seminar on September 24 in Horseheads, NY.

Learn how Medicare works, compare Medicare Advantage and Medigap plans, and understand healthcare planning in retirement during this free two-part educational series presented by Lynda Lander, CFP®.