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Past Events

Past Events

The Four Phases of Retirement: Finding Purpose in Retirement
The Four Phases of Retirement: Finding Purpose in Retirement
By The Milestone TeamPublished On: September 2, 2025Categories: Video, Past Events
Tax Legislative Update: Unpacking the Tax and Financial Planning Impacts of The One Big Beautiful Bill
Tax Legislative Update: Unpacking the Tax and Financial Planning Impacts of The One Big Beautiful Bill
By The Milestone TeamPublished On: July 17, 2025Categories: Video, Past Events
Reducing Lifetime Taxes for Generational Wealth
Reducing Lifetime Taxes for Generational Wealth
By The Milestone TeamPublished On: December 4, 2024Categories: Past Events, Video
Medicare Madness! Important Changes for 2025
Medicare Madness! Important Changes for 2025
By The Milestone TeamPublished On: October 2, 2024Categories: Medicare, Past Events, Video
Are You Ready to Retire?
Are You Ready to Retire?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 20, 2024Categories: Past Events, Retirement, Video
Tax Saving Tips for Working Professionals
Tax Saving Tips for Working Professionals
By Kyle Labelle, CFP®Published On: May 20, 2024Categories: Past Events, Taxes