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Lone Star College - Kingwood Campus
Topic: Taxes and Retirement Planning
20000 Kingwood Dr, Kingwood, TX 77339

Thursday, April 11 @ 6:30 - 8:00 pm

(Only a few spots left!)
Learn How to optimize your retirement
income and reduce Your taxes
Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. Do you have a plan for retirement? 

Join us at Lone Star College - Kingwood Campus for an educational workshop covering Taxes and Retirement Planning (including how to avoid the top 7 retirement planning mistakes that could save you time and money) on Thursday, April 11, from 6:30 - 8:00 pm. (Only a few spots left)

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks

It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars. 

The concepts discussed in this course are most suitable for those with investable assets of $500k or more. Using the information you’ll learn during this seminar, 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.

If you would like more information on how to optimize your retirement income while reducing your taxes, this workshop is for you.
Attend this workshop and learn:
  • How to reduce or eliminate retirement and estate taxes
  • Financial strategies that could increase your retirement income and last a lifetime
  • Understand the new tax rules and their impact on your retirement
  • ​Learn the benefits of “Tax Smart” Asset Allocation
  • ​Common misconceptions about retirement planning
  • ​Tools and methods available to retirees to help develop a retirement tax strategy
      Note: Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the venues. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venues and its employees. Financial advisors or realtors are not permitted to register or attend this event, unless approved in advance by our firm.
      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.
      Lone Star College - Kingwood Campus
      Topic: Taxes and Retirement Planning
      20000 Kingwood Dr, Kingwood, TX 77339

      Thursday, April 11 @ 6:30 - 8:00 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Learn How To Optimize Your Retirement Income And Reduce Your Taxes
      Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. Do you have a plan for retirement?

      Join us at Lone Star College - Kingwood Campus for an educational workshop covering Taxes and Retirement Planning (including how to avoid the top 7 retirement planning mistakes that could save you time and money) on Thursday, April 11, from 6:30 - 8:00 pm. (Only a few spots left)

      Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.

      It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

      The concepts discussed in this course are most suitable for those with investable assets of $500k or more. Using the information you’ll learn during this seminar, 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.

      If you would like more information on how to optimize your retirement income while reducing your taxes, this workshop is for you.
      Attend this workshop and learn:
      • How to reduce or eliminate retirement and estate taxes
      • Financial strategies that could increase your retirement income and last a lifetime
      • Understand the new tax rules and their impact on your retirement
      • Learn the benefits of “Tax Smart” Asset Allocation
      • ​Common misconceptions about retirement planning
      • ​Tools and methods available to retirees to help develop a retirement tax strategy
          Note: Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the venues. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venues and its employees. Financial advisors or realtors are not permitted to register or attend this event, unless approved in advance by our firm. 
          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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