free exclusive webinar from an accredited investment fiduciary reveals...

How you Could be saving more money for your retirement by making use of new tax laws

Discover what misconceptions there are surrounding taxes, what you need to know about the recent new tax law, and how to benefit from the right strategies to ensure your money is being saved the right way!

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What You’ll Learn In This FREE Webinar:

  • Take the first step to ensure you won't be over paying taxes throughout retirement.
  • Understanding the relevant changes to personal income tax under the Tax Cuts and Jobs Act of 2017;
  • A basic overview of the recent tax law changes as they apply today and why it matters to know about them;
  • Learn how rising taxes may impact your retirement income
  • Learn how to get estimates on how much you may save throughout retirement by converting to a Roth IRA
  • Are you missing out on commonly overlooked deductions?
  • Understanding what possible tools and strategies are available to strengthen a retirement tax strategy.
  • Strategies which may reducce or eliminate the taxes on your social security income

Meet Your Presenter, 

Accredited Investment Fiduciary,
James Cipriotti

James Cipriotti is an award-winning Wealth Manager who is committed to always putting his best interests first. He has been helping his client in the Greater Philadelphia and South New Jersey area for over 20 years.

Throughout the years, James has earned multiple financial advisory designations, including the Certified Senior Adviser designation. James has also earned Chartered Mutual Fund Counselor accreditation.

In 2019 and 2020, James was ranked #1 Financial Advisor in Pennsylvania by

James believes that the cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.