How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It’s complicated and overwhelming because there are so many different claiming options, and one wrong step could cost you thousands. We will discuss the basics of filing for Social … [Read more...]
Retirement Planning Strategies
for Lawyers & Law Firm Owners
Retirement Planning Strategies
for Lawyers & Law Firm Owners
Find Out If You’re On Track For Retirement As a successful attorney, you’ve invested large amounts of time, capital, and energy to get where you are. But those long nights and tough cases have left you little time to plan for your future. Join us in this exclusive webinar as we reveal retirement planning strategies solo and small firm attorneys can use now to prepare for a secure … [Read more...]
Tax Minimization Strategies for Attorneys and Law Firm Owners
Tax Minimization Strategies for Attorneys and Law Firm Owners
Helping You Legally Pay the Least in Taxes Join us as we discuss tax minimization strategies uniquely designed for attorneys and law firm owners presented by Mike Jesowshek, CPA with JETRO and Darren Wurz, MSFP, CFP. In this webinar, we will show you: How the right business structure can reduce your taxes. How the right retirement plan can save you thousands. Tips and tricks for … [Read more...]
Medicare: How It Works! Everything You Need to Know if You Are Turning 65
Medicare: How It Works! Everything You Need to Know if You Are Turning 65
Join Mark Kleiner with Preferred Insurance Group and Darren Wurz, MSFP, CFP® with Wurz Financial Services as we discuss how Medicare works and everything you need to know to if you are turning 65 or becoming Medicare eligible soon. In this webinar, we will cover: Who is eligible and steps for applying for Medicare How Medicare actually works 2021 changes to Medicare What is and is … [Read more...]
Join Us for Our Business for Breakfast 2022 CLE Series for Lawyers
Join Us for Our Business for Breakfast 2022 CLE Series for Lawyers
As a successful lawyer, you spend your days helping others make smart decisions, but who helps you with your financial and business decisions? At Wurz Financial Services, we specialize in serving attorneys and their families, supporting them by equipping them with the knowledge and tools to take their business and finances to the next level. One of the ways we do this is through our popular … [Read more...]