Citadel Credit Union to Host Webinar on Tax Planning Throughout the Wealth Cycle on May 8
Citadel Credit Union will host a webinar, entitled “The Tax Journey: Accumulation to Wealth Transfer,” on Wednesday, May 8 from 12-1 PM.
Seth Borders, Senior Financial Advisor, will discuss:
- employing tax advantaged accounts and investments
- actionable, tax-efficient retirement income strategies
- minimizing taxes for the next generation
A Certified Financial Planner with more than 10 years in the industry, Borders works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals.
He will be joined by Dean Mioli, Citadel’s Director of Investment Planning and New Business Development.
Register for the webinar at Citadel Credit Union.
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In this video, Seth Borders discusses how he plans long term with his clients so they’re prepared when inflation, recession, or other challenges arise in the market.
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