Tax Cutting Strategies | Virtual Power Hour July 20

Learn how to cut your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement.

  • Control your taxable income
  • 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

Hourly Schedule

Tuesday, July 20

12 - 12:45 pm
Jim Mellon, CFP®
Jim Mellon, CFP®
Jim Mellon, CFP®
Wealth Advisor
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.


Jul 20, 2021


12:00 pm - 12:45 pm

Local Time

  • Timezone: America/New_York
  • Date: Jul 20, 2021
  • Time: 3:00 pm - 3:45 pm