(844) 567-7760

Estate Planning Seminar at

Woodbury Central Park

Valley Creek Room A
8595 Central Park Pl, Woodbury, MN 55125

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Space is limited, so sign up today!
No Charge to Attend!

Attend this seminar and learn about:

66% of Americans are worried they’ll run out of money in retirement.
Ways to potentially protect yourself against volatile market conditions.
Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability.
Common misconceptions about taxes in retirement.
Will taking RMDs push you into a higher tax bracket?
Possible tools and strategies available to help develop a retirement tax strategy.
Strategies to help protect yourself against the taxation of your Social Security income.
The 2023 tax changes and how these could alter your retirement plan.
The SECURE Act 2.0 and what the new legislation means for you.

“A leading educational resource for those nearing retirement” –

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us for an educational webinar on October 3 from 11:30 AM – 12:30 PM US/Eastern or October 4 from 6:30 PM – 7:30 PM US/Eastern where we’ll focus on sound estate planning strategies that could help preserve more of your wealth for your heirs and charitable causes.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.