Free Training Webinar Reveals…
How To Plan For Tax Efficiency In Retirement
And why you need to know what to expect and how to navigate through it.
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What You’ll Learn In This
FREE Training Webclass:
  • How the Tax Efficiency rules work and how they apply in today’s time
  • ​Pinpoint the misconceptions people tend to have with retirement taxes
  • The tools and strategies you can use to possibly help manage your taxes easily.
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SEAN MCDERMOTT, CFP®
Meet Your Presenter
Sean McDermott is the founder and president of Summit Investment Advisors. Sean began his career in financial planning after graduating from St. John's University in 1989. Thereafter, he earned his Certified Financial Planner degree from the College for Financial Planning. He holds Series 7 and 63, and is a registered Series 24 and 51 Principal Supervisor through LPL Financial. In addition, Sean is a licensed Life/Health Variable Annuity Insurance Agent.

Sean's areas of expertise include: Investment Management, Financial Planning, Estate Planning, and Retirement Planning.
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Summit Investment Advisors - copyright @ 2020 - all rights reserved 
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Summit Investment Advisory Services, a Registered Investment Advisor. Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.