Tax-Smart Retirement Planning with RightCapital + Wealthbox (CFP® CE)

Helping clients make informed, tax-smart decisions with their retirement assets can have a lasting impact on long-term outcomes. Join us for a live webinar on how advisors can use RightCapital and Wealthbox together to evaluate retirement assets, plan tax-efficient strategies, and support better decision-making over time.

This webinar will cover:

1. The fundamentals of tax-advantaged versus tax-exposed retirement accounts
2. Tax-smart saving strategies that can help reduce lifetime tax burdens
3. Approaches to tax-efficient distribution planning across retirement phases
4. A pre-retiree case study illustrating how these strategies work in practice

*This webinar is eligible for one CFP® CE credit. A live participant is required to attend the entire virtual event to receive credit. A designated note-taker is not permitted to replace live attendance and will result in no credit given.