Skip to main content
  1. Home
  2. About Elements
  3. Events
  4. Tax Planning & Retirement

Workshop:

Tax Planning & Retirement

Wednesday, January 29, 2025   |   12:00 pm - 1:00 pm Eastern

Presented by Elements Wealth Management For Orchard Software Members

Download PDF

Couple shaking hands with another person at a desk.

In this workshop, you’ll learn about:

  • Types of tax income leading up to and in retirement
  • How the tax system works so you can reduce your tax liability 
  • Opportunities to save valuable dollars in your retirement

Location

Online Webinar

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

This workplace workshop is open to employees of Orchard Software. If you are interested in hosting this workshop at your organization, contact your Elements Relationship Manager today.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

Elements Financial Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.

QR Code