Description
Tired of surprises at tax time?
We’ll break down how your paycheck, deductions, and credits all fit together — so you can take control and plan ahead with confidence.
What you’ll gain from attending:
- Learn how different types of income are taxed
- Understand the difference between deductions and credits and how they reduce your tax bill
- Discover why a big refund isn’t necessarily a good thing and how to fine‑tune your withholdings
- Walk step‑by‑step through completing or updating your W4 form correctly
- Gain practical tips to avoid common tax mistakes and plan smarter throughout the year
This session is designed for employees at any income level who want to take control of their tax situation and reduce surprises at filing time. We look forward to helping you make your next tax season simpler and smarter!
Date and Time
Wed, Jan 21, 2026
12:00p - 12:30p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®) and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.