Relocating in Retirement [On-Demand Webinar]

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

Presented By:

Justin D. Smith Financial Advisor CAP®, CFA®, CFP®

: Justin has more than 20 years of experience in the financial services industry. He works closely with high-net-worth individuals and families to help protect wealth and seek to reduce long-term tax exposure.

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