Heidi Ricken-Provost and Gerry Ricken put a cap on this series on tax diversification. Gerry and Heidi quickly break down ten of the many tools that they help people with in their quest to try to minimize taxes in retirement. They also emphasize that everyone’s tax plan is different and the laws are constantly changing, so people should not try to come up with these plans on their own. Gerry also kicks off the show to brag on Heidi’s being invited to speak at the Invest in Women conference in Boston and Heidi shares why she thinks empowering women in finance is so important.
Get your complimentary meeting with Heidi and Gerry – call 314-442-6476 or go to RickenFinancial.com.
To learn more about the next Ricken Financial seminar on April 29th/30th, and other Ricken Financial events, go to RickenFinancial.com or call 314-442-6476.
Find the Rickens on social media and YouTube:
https://www.facebook.com/RickenFinancial
https://www.instagram.com/rickenfinancial/
https://www.youtube.com/@rickenfinancial
See omnystudio.com/listener for privacy information.
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