Tax Planning Seminar - The Woodlands

Tax Planning Seminar - Develop a tax planning strategy and learn how the new tax rules can affect your retirement nest egg.

Do you know how tax planning changes through the four stages of retirement? It’s harder than you think and it needs careful planning. Find out how!

There’s no charge and no obligation—just lots of good information.

Attend this complimentary workshop and you will learn:

• 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
• Why you need to manage taxes even before you retire
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate

We want you to have the retirement you deserve! Sign up for a free financial seminar to start your path to financial peace of mind.

Our retirement and financial seminar is designed for people over 50 with a minimum of $100,000 of investable assets, not including real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.