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Planning for Retirement and Protecting Your Legacy

Monday, October 19, 2026

2pm

Cape May Community Center

Planning for retirement involves more than simply saving—it’s about creating a strategy for the years ahead. This informative session will explore how taxes can impact your retirement savings and income, cover key estate planning fundamentals, and discuss strategies for building a reliable retirement income plan. Gain a better understanding of the steps you can take today to prepare for retirement while protecting the legacy you’ve worked hard to build.

Planning for Retirement and Protecting Your Legacy photo

Presented by:

Tax Advantaged Platform LLC

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