Income Tax Reduction and Estate Tax Briefing

Come and You Will Discover How To

  • Identify opportunities to create meaningful Income Tax Deductions
  • Learn how capital gains taxes may be managed or deferred under current law
  • Strategies to help reduce and manage Income Taxes on your IRA and 401(k)
  • Review concepts that can help convert under utilized assets into tax-advantaged income streams
  • Become aware of tax and estate strategies that are often overlooked in traditional retirement planning

Caveat: There will be nothing to buy, this session is focused on sharing valuable planning information.

Don't Miss the Opportunity to Learn from One of the Region's Top Retirement Income Specialists!

Will you be bringing guests to this session?

Meet Your Presenter: Paul Burns, CFP®

Paul Burns, CFP® is a financial educator, speaker and Retirement Planner.  As of 2026, Paul and the Connect Wealth team have worked with over 600 clients over the last 13 years providing clear, practical explanations of complex financial topics. Paul has experience helping professionals, business owners, and retirees navigate investments, retirement planning, taxation, insurance, and estate planning.

Paul is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification requires completion of formal education, relevant professional experience, adherence to ethical standards, and successful completion of a comprehensive examination.

He lives in Annapolis, Maryland with his wife and their three children.