Retirement Master Class: Tax Planning – Keeping More of Your Money

Friday, November 12th, 2021 | 10 a.m. – 11 a.m. | Madison Public Library (142 Plaza Blvd. Madison, AL 35758)

Keel Point invites you to join a free master class on how to save taxes in retirement. Our experts will discuss tax saving strategies in the areas of social security, distributions, Roth conversion, charitable giving, RMDs and much more! (Coffee provided). 

Space is limited – registration will be limited to 20 people only. 

Retirement Masterclass: Tax Planning - Sign Up

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*Registration will be limited to 20 people. The strategies covered in this seminar are best suited for those who are nearing retirement.

Tax Saving Strategies Discussed During Masterclass

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Social security

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Roth conversion

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Charitable giving

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RMDs and much more!

Meet the Speakers

Thomas O’Connor, CFP®

Thomas O’Connor, CFP®

Senior Wealth Advisor

Thomas O’Connor is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. He considers it an honor to serve his clients and a privilege to do so alongside such a talented and helpful team. Thomas has a deep conviction in guiding families to accomplish their financial milestones and invest in their purpose. He believes that thorough and holistic planning on the front end establishes the foundation of each relationship and positions it for long term success. The impact our work has had on families – in many cases for generations to come – has left a lasting impression on Thomas and fuels his enthusiasm for his work.

Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Kyle Wegrzyn is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. He is originally from St. Louis, Missouri, but was relocated to Huntsville in 1997. Kyle studied Finance; Risk Management and Financial Planning at Mississippi State University, where he graduated in 2015.

Prior to joining Keel Point, Kyle worked as a Financial Advisor for Raymond James. He enjoys all outdoor adventures, serving on the Board of Advisors at the Downtown YMCA and building intentional relationships with those around him.