Help protect your retirement income with proven tax strategies presented during our webinar "What Should Retirees Know About Taxes in Retirement?"

Discover recent law changes and strategic planning for a secure financial future.

Join Our ExCLUSIVE WEBINAR

Major Challenges

HIGH TAXES

Many retirees face unexpected high tax burdens that reduce their income.

INVESTMENT RISKS

Misunderstandings about risks and returns can lead to financial instability.

HIDDEN FEES

Unseen fees can eat away a significant portion of your retirement savings.

LONGEVITY RISK

Outliving your savings due to inadequate planning and unexpected expenses.

Here are 3 reasons To attend

1. WAYS TO SAVE ON TAXES

Learn how to potentially save a significant amount on taxes through strategic planning.

2. RISK AND FEE MINIMIZATION STRATEGIES

Discover ways to reduce risks and minimize fees, boosting your growth and income.

3. Professional GUIDANCE

Get insights from professionals on protecting and growing your retirement income.

Join us for a free educational workshop focused on financial success, where you will master tax strategies for retirement and learn how to potentially pay fewer taxes during your retirement.

Get your questions answered and get an a no-cost strategy session for a personalized attention with a professional.

Can't join live? No worries!
We'll send you a replay to watch at your convenience.

Register now to receive a replay, even if you can't attend live!

Wednesday, March 18

6:30 PM ET

Session Topics

Tax Planning

Learn strategies to minimize taxes under current laws.

Risk Management

Ways to reduce investment risks while established predictable income.

Fee Reduction

Understand how to avoid excessive fees that affect your savings.

Estate Planning

Ensure smooth asset transfer with proper planning.

Social Security

Maximize Social Security benefits with smart planning.

Reserve Your Spot

Bryan Bibbo

President & CFO | Partner

With over two decades of financial expertise, Bryan Bibbo serves as President, CFO, and Partner at JL Smith, where he guides successful professionals, business owners, and retirees to their financial future through comprehensive strategies.

Bryan believes one of his core purposes is to help people grow and protect their wealth while minimizing taxes so they’re able to focus on what matters most to them.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The JL Smith Group and PCA are not affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. Securities offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc Address: 40 Darby Road, Paoli, PA 19301 Phone: (877) 784-8021