

Retirement & Estate Planning Strategies (4/23/26)
Maximize Your Retirement. Keep More. Pass It On.
You've spent years saving. The question now is: how much of it do you actually get to keep — and how much goes to the IRS?
Most high earners are leaving money on the table when it comes to retirement withdrawals, tax strategy, and estate transfers. The difference between a generic plan and the right plan can be hundreds of thousands of dollars over your lifetime — and your family's.
In this live session, Range's CFP® planners cover: → How to maximize what you keep in retirement — not just what you save → Tax-efficient withdrawal and investment strategies most advisors skip → How to structure wealth transfers so more goes to your family, not the government
Live Q&A at the end. Bring your questions.