Navigating Taxes and Benefits for Seniors

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Join us for an insightful evening with Jing Zheng, CFP®, EA, MBA, Founder and Financial Planner at Neat Financial Planning, LLC. With over a decade of experience in accounting, corporate finance, and wealth management, Jing specializes in crafting holistic financial strategies that integrate tax planning, retirement planning, and investment management. 

In this informative session, Jing will guide seniors and their loved ones through the often-complex world of taxes and benefits. Whether you’re navigating your own financial journey in retirement or managing taxes and benefits for an aging parent or loved one, this event will provide practical strategies to maximize retirement income, minimize tax burdens, and make the most of available benefits. 

For questions, please email Kayla Hulbert, Outreach & Events Coordinator, at khulbert@kensingtonsl.com.

Jing Zheng, CFP®, EA, MBA, is the Founder and Financial Planner at Neat Financial Planning, LLC. As a Certified Financial Planner™ and IRS Enrolled Agent, she specializes in creating holistic financial strategies that seamlessly integrate tax planning, retirement planning, and investment management.  Jing began her career as a public accountant at Deloitte and has over a decade of experience in accounting and corporate finance