Description
Your tax return tells a story.
Unfortunately, most people only look at it long enough to see whether they're getting a refund or writing a check.
In this educational session, Kevin Thompson CFP®, RICP®, EA will walk through the fundamentals of understanding your tax return and explain how the information reported each year can help identify planning opportunities, avoid costly mistakes, and improve long-term financial decision-making.
During this session, we'll discuss:
✔ Tax Planning vs. Tax Preparation
✔ Why refunds are often misunderstood
✔ Marginal vs. Effective Tax Rates
✔ Common mistakes retirees and business owners make
✔ How to use your tax return as a planning tool
✔ What your numbers may be telling you about your financial future
Whether you're retired, approaching retirement, self-employed, or simply looking to become more tax-aware, this session will provide practical insights you can use immediately.
Hosted By
Kevin Thompson CFP®, RICP®, EA
Founder & CEO, 9i Capital Group
Host of the 9Innings Podcast
Format
YouTube Premiere with live chat participation.
Date and Time
Wed, Jun 10, 2026
11:00a - 11:30a CST
Location
https://youtu.be/lN3uyOyP1w8
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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.