THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

The free workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.  The concepts discussed in this workshop is most suitable for those with investable assets of $300k or more. Using the information you'll learn during the workshop, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

You'll also learn about:

• The critical tax question you must answer BEFORE retirement
• The surprises that often make retirement more expensive
• What the Social Security “tax trap” is and how you can avoid it
• Why tapping assets in the wrong order can trigger higher Medicare premiums
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to investment portfolios, health care, and estate plans

Seats are limited, register to secure your spot

Frequently Asked Questions
Who is presenting?
Glennel Jordan and Kelley Tom, Certified Financial Planners

Who is this for?
The information presented at our workshop can help those already retired, as well as anyone approaching retirement

Is there a "sales" pitch?
No, the workshop is intended to be educational.  While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with them during or after the workshop.

Why is it free?
Kelley and Glennel have a passion for educating the community on important financial topics so you can make better informed decisions and set yourself up for financial success.