Join us for an informative client seminar, hosted by Daya Aglugub of Edward Jones, that navigates the complexities of retirement planning with a focus on tax efficiency. As a business owner or individual approaching retirement, your strategy requires a specialized approach that accounts for both personal goals and professional legacy. This session is designed to provide you with actionable insights to help protect your retirement savings, mitigate "tax drag," and optimize your financial future.
What You Will Learn
- Tax-Efficient Strategies: Discover methods to manage and potentially reduce the tax impact on your retirement income, including how taxes can specifically affect your cash flow during your golden years.
- The Three Buckets of Income: Gain a deeper understanding of the various tiers of retirement savings—taxable, tax-deferred, and tax-free—and how they interact with current tax laws.
- Optimizing Your Portfolio: Learn how to align your investment choices with tax-efficient goals. We will discuss tax-advantaged strategies for diversifying your investments to help ensure your money lasts throughout your retirement.
- Wealth Protection: Explore how life insurance can be a powerful tool to protect your wealth, facilitate business succession, and provide significant tax advantages for you and your heirs.
Who Should Attend This seminar is ideal for business owners and individuals currently in or approaching retirement who want to ensure they are making the most of their hard-earned savings. If you are looking for advanced strategies to minimize tax liabilities and protect your family’s financial legacy, this session is for you.
About Daya Aglugub
My passion is helping folks and their families create a financial strategy that they feel confident in. Whether you're a young professional, small business owner or nearing retirement, I will walk alongside you to build a personalized strategy and make adjustments as our lives change. Through an established process, we will discuss what is important to you, your top priorities, and then build a portfolio and investing strategy that will help get you on track to meet your goals. In addition, we will look at how to protect your wealth, tax-efficient strategies and estate considerations.
I graduated with honors from Washington State University with my bachelor's degree in economics in 2022 and have been with Edward Jones since 2021.
Date and Time
Thursday Apr 23, 2026
10:00 AM - 11:00 AM PDT
Virtual
Register for the Zoom link
Location
Burlington Chamber of Commerce
520 E Fairhaven Ave
Burlington
Fees/Admission
Included in membership for Chamber Members
$5 minimum donation for Non-Members
Contact Information
Emily Johnson
Send Email
