w a smith logo icon

Wrobel & Associates Seminar

When CPAs and Advisors Don't Align, You Pay the Price

Join us for Our Exclusive tax seminar Event

00
Days
00
Hrs
00
Min
00
Sec
Register Now - Limited Seats!
Seating is at full capacity. You may register for the waitlist.
Register for Waitlist

Event Details

View All Events

Your taxes and your retirement plan should work together. Too often, families face surprise bills or missed opportunities because their CPA and advisor aren’t aligned. In this educational session, W.A. Smith Financial Group and Wrobel & Associates walk through how coordinated planning may help you reduce tax surprises, make smarter withdrawal choices, and support your long-term goals.

  • OBBB tax reforms — what the “One Big Beautiful Bill” changes could mean and where planning opportunities may exist.
  • Coordinating Roth conversions, RMDs, and Social Security for potential tax efficiency across your income plan.
  • Medicare IRMAA — why planning ahead for income thresholds could reduce surcharges.
  • Tax strategy + financial planning together — how a proactive, coordinated approach may help you keep more of what you’ve earned and support your retirement over time.

Educational only; not individualized tax or legal advice. Consult your tax professional about your specific situation.

Event Speakers

William “Bill” Smith

RICP®, MRFC®
CEO/Founder

Jerry Masisak

CPA, PFS
Tax Planning Strategist

Register Today for Wrobel & Associates Seminar

By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.
Seating is at full capacity. You may register for the waitlist.
Thank you! Your submission has been received!
We look forward to seeing you there!
Oops! Something went wrong while submitting the form.