Back By Popular Demand:
A Night With The Author
Join the author of "The Heart of Your Money" for a special presentation:
RMDs & Taxes: Retirement Planning Live Webinar
During this FREE online class, you will:
Discover 3 steps to creating an income plan, and the tools at your disposal to help ensure your income lasts as long as you need it to.
Find out a strategic method for taking income from all your accounts (401Ks, IRAs, 403b’s, ROTHs, etc.) to help minimize taxes, and much more!
Online Event Details - 2 Dates to Choose From
Tuesday January 24, 2023
7:00 PM Eastern
-or-
Thursday, January 26, 2023
7:00 PM Eastern
This webinar is easy to join and completely secure!
Want to know ways to help reduce or eliminate the tax impact on certain accounts in retirement?
This is a can't-miss event!
NEW STRATEGIES TO PROTECT YOUR INCOME FROM TAXES.
HOW TO DESIGN A TAX MANAGED PORTFOLIO.
HOW TO MANAGE RISK DURING RETIREMENT
BEST TIME TO SELECT SOCIAL SECURITY AND PENSION OPTIONS
Joe Yocavitch
Author & Financial Advisor
Meet Your Speaker
Joe Yocavitch is the President and founder of JML Financial Group with more than 33 years of experience in the financial services industry. Over the course of his career, he has dedicated his focus to furnishing a wide range of services and products. Working with high net worth individuals, professionals, business owners, and retirees, he focuses on tax efficient strategies, estate planning, business insurance, and investment strategies. Through his efforts and a reputation for outstanding service, he has built a solid client client base and grown his business through referrals from clients.
Joe believes that commitment to excellence is a habit, not an act. He only recommends strategies that he himself would use. He also conducts seminars on various topics and is frequently invited to speak to groups on estate planning concepts. As a John Maxwell certified trainer, coach and team member, I offer workshops, seminars, keynote speaking, and coaching to aid in personal and professional growth to individuals, organizations and companies worldwide. My facilitated groups offer a combination of masterminding, peer brainstorming, education, accountability and support in a group setting to sharpen your business and personal skills. By bringing fresh ideas and a different perspective, my masterminds can help you achieve success
Joe is a registered representative with Brokers International Financial Services, LLC and is a graduate of the Life Underwriting Training Council. He holds a Bachelor of Arts in Business and Managerial Economics from the University of North Carolina at Chapel Hill.
Outside of the office, Joe enjoys golf, wine making, fitness and spending time with his family.
Find out how to keep more dollars for retirement and give less to the IRS!
Choose your date:
Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. member SIPC. JML Financial Group and Brokers International Financial Services, LLC. are not affiliated companies. William Bradley is a CPA and provides tax services which are separate from the services offered through Brokers International Financial Services and does not offer legal advice
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact JML Financial Group at [email protected].