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Wine & Wellness Wednesdays: Taxes and the Secure Act

March 29 @ 6:00 pm 7:30 pm

Pay fewer taxes and sip more wine! Do you have a retirement tax strategy? Is your retirement income and savings plan tax smart? Are you aware of the new changing tax laws in the Secure Act 2.0? Learn something new and keep more money in your pocket while enjoying some great wines at Koi Zen Cellars. Sip, swirl, smile, and swallow this tax information with the sweetness, body and finish of Koi Zen wines. Space is limited! RSVP today for Wednesday, March 29, 2023 at 6:00 p.m. to learn about taxes in retirement at Koi Zen Cellars.


 Lisa Claycomb is a financial advisor and insurance broker who specializes in comprehensive retirement planning, which includes inflation-protected income strategies, Social Security claiming healthcare choices, and other important pieces of a secure plan.  She holds undergraduate and master’s degrees in rehabilitation and rehabilitation counseling respectively, and a Juris Doctor in law. In addition to having a life and health insurance license, she is a CERTIFIED FINANCIAL PLANNER™ Professional, is certified in Long-Term Care (CLTC), and holds Series 7 & 66 securities licenses. Lisa truly enjoys being and educator and has over 20 years of teaching experience in a variety of settings.