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Retirement Income Planning, Taxation and Design

Tue, Mar 21

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Champions Club Southlake

How to successfully design income strategies that will last a lifetime. Learn strategies to reduce income taxes, increase your retirement income, protect your assets from unexpected events and more. Limited to 20 guests.

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Retirement Income Planning, Taxation and Design
Retirement Income Planning, Taxation and Design

Time & Location

Mar 21, 2023, 6:00 PM – 7:30 PM

Champions Club Southlake, 285 Shady Oaks Dr, Southlake, TX 76092, USA

About the event

This event is limited to the first 20 guests. Once we reach the limit, we will put you on a waitlist for this or future event. 

This workshop is specifically designed for individuals and couples who are close to retirement or in retirement. What should you expect to discover?

How to engineer and design the most efficient and effective plan and income streams from your retirement assets.

  • How to minimize the impact of taxes on your retirement income

  • Why most people will not be in a lower tax bracket when they retire.

  • Social Security, when is the best time to start and how does it affect my taxable income

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