ClearPoint Wealth Advisors Presents...
HOW TO AVOID RETIREMENT TAX TRAPS
During this event, we will reveal techniques and strategies to help you preserve your retirement income and reduce your tax burden. You will find out what Wall Street and other advisors don’t want you to know. Best of all, you will leave armed with powerful information to stay tax efficient in retirement.
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REGISTER TODAY - LIMITED TO FIRST 100 REGISTRANTS
At This Educational Event, We Will Be Covering...
  •  How to manage taxes on unnecessary RMD's
  • ​How to potentially increase your tax savings
  • ​How to lower your effective tax rate
  • ​How to navigate Medicare and taxes
  • ​and so much more!
Is This The Webinar For Me?
We know that retirement isn't just about your money, it's about your life. Our team of retirement planning experts understand just how complex your life and financial situations can be, and we are here to help you continue your financial education. This is an education only event best suited for those with $250,000+ of investable assets. 
No products will be offered.

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Meet Your Host
DAVID F TREFT, CFP®, CPA
David Treft is the President and Founder of ClearPoint Wealth Advisors. David has been working within the financial services industry as a wealth advisor for nearly 20 years. Prior to founding CPWA in 2020, David spent a majority of his career as an advisor at Souders Financial Group. In addition to his Certified Financial Planner™ (CFP®) designation, David also earned his Certified Public Accountant (CPA®) designation during his time with KPMG. David graduated from the University of Cincinnati earning a Bachelor of Science degree in Accounting. He works with both individual and business clients, addressing their long-term planning needs. He brings extensive experience and insight to CPWA clients as a result of his diverse financial services background.

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Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as ClearPoint Wealth Advisors