Cover Image for Retirement & Estate Planning Strategies (4/23/26)
Cover Image for Retirement & Estate Planning Strategies (4/23/26)
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Presented by
Range
All-in-one AI wealth management. Taxes, Investments, Retirement, Estate.

Retirement & Estate Planning Strategies (4/23/26)

Zoom
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About Event

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.

Avatar for Range
Presented by
Range
All-in-one AI wealth management. Taxes, Investments, Retirement, Estate.