We are pleased to announce that we have added four new retirement workshop dates in March due to the feedback and interest we have received from attendees the last three weeks. “Teachers and Administrators are clearly looking for objective retirement planning advice and do not simply want to be sold expensive annuity products anymore”, says Chip Addis of Addis & Hill, Inc.. “The financial services industry has changed, but, the delivery of retirement planning services in the school system is still like it was 30 years ago. Addis & Hill is leading the way and is determined to change the system for the better” says Addis.
The Hidden Wealth Builder: How an Optimized Tax Strategy Keeps More Money in Your Pocket
October 1, 2026
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
