Tax & Retirement Education
Online Virtual Power
Learn how to reduce your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement. This is a condensed version of our live Tax & Retirement Education classes hosted at colleges across San Diego County.
- Strategies to help reduce taxes before new tax laws expire
- Offset capital gains tax
- Generate tax-free retirement income
- Create a tax-efficient retirement withdrawal strategy
- Learn where to locate your investments for higher after-tax returns
Over 4 million people have attended the full length course and other financial education classes developed by this seminar publisher.
Featured On:
Hourly Schedule
Thursday, September 12
- 10 - 11 AM
- Virtual Power Hour
-
Speakers:
Eddie MacPhee, MSFS, CFP®
Eddie MacPhee, MSFS, CFP®
Wealth Advisor
With over 17 years of expertise in the financial services industry, Eddie MacPhee has seamlessly navigated diverse roles, emphasizing advisor relationship management, succession planning, and strategic coaching.
Currently serving as a Wealth Advisor for Canter Wealth, Eddie takes great pride in distilling his wealth of knowledge to guide clients towards their individual financial goals. Recognizing the pivotal role of robust client relationships, he strives to establish strong connections that are integral to their success.
As a native of San Diego, Eddie earned his Bachelor’s degree in Finance at San Diego State University, and subsequently pursued a Master’s degree in Financial Services from Boston University. Achieving his CERTIFIED FINANCIAL PLANNERTM credential in 2012, he consistently enhances his expertise through ongoing education and various certifications within the field.
Outside of financial planning, Eddie dedicates his time to quality moments with his son, playing flag football, fixing things around the house, or enjoying the outdoors near his home in San Diego.