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Events for July 15, 2025 – Kissing Tree Resident Website

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Tax Planning in Retirement seminar

Independence Hall Activity Room

COMPANY: Hilltop Planning TITLE: Tax Planning in Retirement PRESENTOR: Jeff Morneault (CFP, EA, RICP) EVENT DETAILS: Tuesday, July 15th * 4:30 p.m.– 6 p.m. – Independence Hall Activity room WHAT RESIDENTS WILL LEARN: Roth Conversions: How to run tax projections and strategies to pay tax on conversions. Tax Gain & Loss Harvesting: Benefits of harvesting […]

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