Tax Planning Strategies Webinar

Primary Outcome

Reduce tax liability on investments and optimize after-tax wealth through proven planning strategies.

Who This Is For

• Individual investors seeking to legally minimize taxes on investment gains and retirement income
• Pre-retirees and retirees aiming to optimize after-tax distributions and withdrawals
• Financial professionals and wealth managers looking to enhance client tax outcomes

What You'll Learn

• Practical tax-saving strategies
• Household-level tax planning
• Asset location and tax-loss harvesting basics
• Beneficiaries and charitable giving considerations

Prerequisites

• Interest in education & coaching
• No prior experience required
• 1–2 hours per week

About the Creator

Theresa Coates-Pouliot — Financial Advisor | Business Retirement Strategies | Wealth Strategies & Preservation Strategies | Estate & Legacy Strategies | Philanthropic Planning

LinkedIn Profile

FAQ

What is "Tax Planning Strategies Webinar"?

Gain practical, actionable tax planning insights to legally reduce and defer taxes on investments and retirement income. Learn how to optimize investment taxation through asset location, implement tax-loss harvesting, design household-level tax strategies, choose beneficiaries effectively, and leverage charitable giving to improve after-tax wealth. This focused session helps investors and financial planners make more informed decisions and keep more of what they earn.

Who created this playbook?

Created by Theresa Coates-Pouliot, Financial Advisor | Business Retirement Strategies | Wealth Strategies & Preservation Strategies | Estate & Legacy Strategies | Philanthropic Planning.

Who is this playbook for?

Individual investors seeking to legally minimize taxes on investment gains and retirement income, Pre-retirees and retirees aiming to optimize after-tax distributions and withdrawals, Financial professionals and wealth managers looking to enhance client tax outcomes

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

Practical tax-saving strategies. Household-level tax planning. Asset location and tax-loss harvesting basics. Beneficiaries and charitable giving considerations

How much does it cost?

$0.30.

Tags

• Financial Models
• Community

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