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Financial Planning and the Road to a Tax-Savvy Retirement

Thursday, October 5, 2023
Time: 12:00 PM to 1:00 PM, via Zoom
Speakers: Alan Hensley, CFP; Chris Waclawik, CFP 

30-minute presentation followed by a Q&A.

Alan Hensley, CFP, and Chris Waclawik, CFP, from Merriman Wealth Management, understand that planning for financial security can be hard. Many retirees know that they must consider their Social Security filing strategy, 401(k)s, IRAs, and Pension Plans. However, if you want to enjoy the kind of retirement you deserve, you need to understand how taxes may impact your income — and how you can potentially pay less in taxes and keep more of your hard-earned money.

During this webinar, you will learn:

  • The rules and regulations of contributing to 401(k)s, Traditional IRAs, and Roth IRAs

  • Strategies designed to create tax efficiencies in retirement

  • Legacy planning and gift-giving with your retirement accounts

And much, much more…. Using this valuable information, you will be in a better position to develop a smart tax strategy for your retirement.


Alan - Headshot

Alan Hensley is a Certified Financial Planner® practitioner with a bachelor’s degree in economics from the University of Washington. He loves coming to work every day because he gets to help successful people create a financial plan, so they can find more time to enjoy life. Taking the responsibility of retirement planning off his clients’ shoulders is something he takes very seriously.



Chris Waclawik is a Certified Financial Planner® practitioner and has been a wealth advisor with Merriman Wealth Management in Seattle for 9 years and he did 5 years of tax work before that. He works with engineers who are planning for the next step and want a partner to work through the numbers together to provide a level of comfort that they can confidently retire without worry.

Previous Sessions

Let us know if you would like materials on any of the previously covered topics.

Washington State Capital Gains Tax

Thursday, June 1, 2023

Alternative Energy Tax Credits

Thursday, July 20, 2023

Estate Taxes 101

Thursday, August 24, 2023

Upcoming Sessions

Mark your calendars for the next topics coming up. Check back to register.

Tax Efficient Retirement

Thursday, October 5, 2023
Time: 12:00 PM to 1:00 PM, via Zoom

Pension vs. Lump Sum

Thursday, November 9, 2023
Time: 12:00 PM to 1:00 PM, via Zoom

529 Plans

Thursday, December 7, 2023
Time: 12:00 PM to 1:00 PM, via Zoom