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Taxes in Retirement

An educational seminar to help you take control of your taxes and optimize your retirement income.

Who is this seminar for?

  • Seminar content is geared towards retirees and those approaching retirement with a retirement nest egg of at least $500,000.

What will you learn?

  • A basic overview of the tax rules as they apply today.
  • How lost deductions may affect your taxes and income in retirement.
  • Common misconceptions about taxes in retirement.
  • Tools and strategies available to help develop a retirement tax strategy.
  • Strategies to protect yourself against the taxation of Social Security.
  • How rising taxes may affect your retirement cash flow.

In this seminar we will help you to:

  • Optimize your retirement income to make the most of your income sources
  • Determine which investments could be appropriate to build an income-producing portfolio
  • Prepare for a more rewarding and comfortable retirement lifestyle

How much does the seminar cost?

This is a free educational seminar for all participants. Seating is limited. Registration required.

Retirement should be relaxing. Let's make the most of yours.