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Vice President, Integrated Advice,
Wealth Enhancement Group
Brian Vnak is Vice President, Integrated Advice for the Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues. Mr. Vnak is a Certified Financial Planner™ and Certified Public Accountant (CPA) who graduated Magna Cum Laude from the University of Notre Dame with two degrees: a Bachelor of Business Administration and a Master of Science in Accountancy.
Months before you walk away, gold watch in hand, there are some steps to take to maximize your benefits, take care of taxes and pave the way for a happy and harmonious retirement.
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Before you hand your tax papers off to an “expert,” here are some important points to consider.