FREE EDUCATIONAL WORKSHOP
& Maximize Your Savings
DATE:
TIME:
12pm (EST)
TOPIC:
Creating a Tax-Efficient Retirement
LOCATION:
FREE EDUCATIONAL WORKSHOP
& How to Maximize Your Savings
DATE:
TIME:
12pm (EST)
TOPIC:
Creating a Tax-Efficient Retirement
LOCATION:
Educational Workshop
Creating a
Tax-Efficient Retirement
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes.
Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Attend this Workshop to Discover:
The key moves to start making now to dodge the avoidable "Tax Tidal Wave"
5 KEY strategies used by the wealthy to reduce or remove taxes and penalties
Strategic Asset Allocation to potentially increase your legacy and estate
How smart investors use the current market volatility to maximize their retirement savings
Ways to create a sustainable income stream in retirement
Misunderstood facts about taxes that often cause people to overpay
Sandwiches and drinks will be provided free of charge
Workshop Registration
You may fill-out this form now or call us at:
Educational Workshop
Creating a Tax-Efficient Retirement
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes.
Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Attend this Workshop to Discover:
The key moves to start making now to dodge the avoidable "Tax Tidal Wave"
5 KEY strategies used by the wealthy to reduce or remove taxes and penalties
Strategic Asset Allocation to potentially increase your legacy and estate
How smart investors use the current market volatility to maximize their retirement savings
Ways to create a sustainable income stream in retirement
Misunderstood facts about taxes that often cause people to overpay
Sandwiches and drinks will be provided free of charge
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don't have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what's owed; it's about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Join this Free Educational Workshop to Learn:
Strategies to reduce your tax liability in retirement
How to protect your assets from market volatility
Ways to create a sustainable income stream in retirement
Tips for optimizing Social Security benefits
Sandwiches and drinks will be provided free of charge
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
12pm (EST)
Where:
Cherokee Conference Center at The Bluffs
1130 Bluffs Pkwy, Canton, GA 30114
Here's What We'll Cover:
This workshop sheds light on common misconceptions around taxes in retirement that can lead to missed opportunities for preserving and growing wealth.
By attending this workshop, investors can learn actionable strategies that could save them hundreds of thousands over the course of retirement.
This is an opportunity to gain the knowledge necessary for a secure and tax-efficient retirement.
We will begin with an overview of key concepts, including income tax, capital gains tax, estate tax, and less visible "shadow" taxes. We will then explore the different scenarios and tax strategies that can significantly impact your retirement savings.
No financial products will be presented or pitched. Our goal is to help you obtain a clearer understanding of:
Tips for optimizing Social Security benefits
How to create sustainable income streams in retirement, while minimizing tax your liabilities;
The key strategies used by savvy investors to maximize their assets and protect their legacy;
Recent and potentially upcoming changes to tax law.
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don't have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what's owed; it's about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Join this Free Educational Workshop to Learn:
Strategies to reduce your tax liability in retirement
How to protect your assets from market volatility
Ways to create a sustainable income stream in retirement
Tips for optimizing Social Security benefits
Sandwiches and drinks will be provided free of charge
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
12pm (EST)
Where:
Cherokee Conference Center at The Bluffs
1130 Bluffs Pkwy, Canton, GA 30114
Here's What We'll Cover:
This workshop sheds light on common misconceptions around taxes in retirement that can lead to missed opportunities for preserving and growing wealth.
By attending this workshop, investors can learn actionable strategies that could save them hundreds of thousands over the course of retirement.
This is an opportunity to gain the knowledge necessary for a secure and tax-efficient retirement.
We will begin with an overview of key concepts, including income tax, capital gains tax, estate tax, and less visible "shadow" taxes. We will then explore the different scenarios and tax strategies that can significantly impact your retirement savings.
No financial products will be presented or pitched. Our goal is to help you obtain a clearer understanding of:
Tips for optimizing Social Security benefits
How to create sustainable income streams in retirement, while minimizing tax your liabilities;
The key strategies used by savvy investors to maximize their assets and protect their legacy;
Recent and potentially upcoming changes to tax law.
Invest in Yourself & Your Family's Future
In today's environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
Sandwiches and drinks will be provided free of charge.
We look forward to hosting you!
Invest in Yourself & Your Family's Future
In today's environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
This presentation is strictly informational and educational.
No investments or financial products will be promoted or endorsed.
© 2025 My Retirement Workshops.
This presentation is strictly informational and educational.
No investments or financial products will be promoted or endorsed.
© 2025 My Retirement Workshops.