Plan With The Tax Man

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:01 As much as any other threat recognizing and avoiding scams has become a necessary skill for today's retirees to develop. Join us this week on plan with the tax man as we explore some crucial steps to hopefully safeguard your financial well being against the growing tide of scams and identity theft. Look up in the sky. It's a bird.   Announcer 2  00:21 It's a plane. No, it's the tax man. He may not be a superhero, but Tony Morrow has saved many retirement plans