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No Charge to Attend.
Seating is limited, so sign up today!
Collin College - Courtyard Center
Topic: Taxes and Retirement Planning
4800 Preston Park Blvd, Plano, TX 75093

Thursday, May 2 @ 6:30 - 8:00 pm

(Only a few spots left!)
LEARN HOW TO OPTIMIZE YOUR
RETIREMENT INCOME AND REDUCE TAXES
As highlighted by Forbes magazine, a significant concern for many Americans nearing retirement is the fear of depleting their financial resources. Have you developed a solid retirement plan to address this potential challenge?

Join us at Collin College - Courtyard Center for an educational workshop covering Taxes and Retirement Planning on Thursday, May 2, from 6:30 - 8:00 pm. (Only a few spots left)

Prioritize the welfare of your loved ones by gathering information from
professionals in the industry to explore potential avenues for reducing the tax
impact on your retirement income, including Social Security. If you are looking for
ways to carefully position your investments at reduced risks, all while prioritizing
the protection of your family, this might be the process for you.

Understanding the intricacies of tax-efficient investment harvesting and retirement income collection is crucial, as it holds the potential to protect substantial funds for the future security of yourself and loved ones.

This class is for families like yours who are frustrated with paying too much in
taxes, and who want to prepare a legacy for their family. If you're seeking a
secure process to navigate these financial considerations, this event may be
beneficial for you.

Note: The strategies presented are most appropriate for those with $500,000 or
more in investable assets.
Join Us At This Workshop To
Discover Essential Insights:
  • ​Understand the implications of the latest 2024 tax rules on your retirement and how to navigate them.
  • Craft a secure structure for your retirement savings, providing peace of mind.
  • Uncover and address common misconceptions surrounding retirement planning.
  • ​Learn approaches to minimize or eliminate retirement and estate taxes.
  • Explore financial strategies designed to boost your retirement income with a plan for it to last a lifetime.
  • ​Gain knowledge about the various tools and methods accessible to retirees for developing a thoughtful retirement tax strategy.

    Your family's well-being and protection are at the heart of our discussions.
      Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
      By registering, you agree to our Privacy Policy.
      Collin College - Courtyard Center
      Topic: Taxes and Retirement Planning
      4800 Preston Park Blvd, Plano, TX 75093

      Thursday, May 2 @ 6:30 - 8:00 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Learn How To Optimize Your Retirement Income And Reduce Taxes
      As highlighted by Forbes magazine, a significant concern for many Americans nearing retirement is the fear of depleting their financial resources. Have you developed a solid retirement plan to address this potential challenge? 

      Join us at Collin College - Courtyard Center for an educational workshop covering Taxes and Retirement Planning on Thursday, May 2, from 6:30 - 8:00 pm. (Only a few spots left)

      Prioritize the welfare of your loved ones by gathering information from
      professionals in the industry to explore potential avenues for reducing the tax
      impact on your retirement income, including Social Security. If you are looking for ways to carefully position your investments at reduced risks, all while prioritizing the protection of your family, this might be the process for you.

      Understanding the intricacies of tax-efficient investment harvesting and retirement income collection is crucial, as it holds the potential to protect substantial funds for the future security of yourself and loved ones.

      This class is for families like yours who are frustrated with paying too much in
      taxes, and who want to prepare a legacy for their family. If you're seeking a secure process to navigate these financial considerations, this event may be beneficial for you.

      Note: The strategies presented are most appropriate for those with $500,000 or
      more in investable assets.
      Join Us At This Workshop To
      Discover Essential Insights:
      • ​​​​Understand the implications of the latest 2024 tax rules on your retirement and how to navigate them.
      • Craft a secure structure for your retirement savings, providing peace of mind.
      • Uncover and address common misconceptions surrounding retirement planning.
      • ​Learn approaches to minimize or eliminate retirement and estate taxes.
      • Explore financial strategies designed to boost your retirement income with a plan for it to last a lifetime.
      • Gain knowledge about the various tools and methods accessible to retirees for developing a thoughtful retirement tax strategy.

        Your family's well-being and protection are at the heart of our discussions.
          Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
          Questions? Call us
          972-210-0215
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          Sat-Sun 9am-12pm PT
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