About this Event
Unlock the secrets to a tax-efficient retirement! Join us for an exclusive workshop where you'll learn the strategies the wealthy use to minimize their tax burden and maximize their retirement savings.
In this engaging and informative session, we'll demystify the world of "buckets" and "brackets" to help you build a more secure financial future.
What You'll Learn:
•The "Buckets" System: Discover how to strategically allocate your assets into different "buckets" (taxable, tax-deferred, and tax-free) to optimize your tax situation in retirement.
•Tax Bracket Management: Learn how to effectively manage your income and withdrawals to stay in the most favorable tax brackets throughout your retirement years.
•Actionable Strategies: Walk away with practical, easy-to-implement strategies that you can apply to your own financial plan right away.
Who Should Attend:
This workshop is ideal for anyone who wants to be more proactive about their retirement planning and learn how to make their money work smarter for them. Whether you're just starting your career or are nearing retirement, you'll find valuable insights to help you achieve your financial goals.
Event Details:
Date: Monday, October 21st•Time: 6:30 PM - 7:30 PM
Location: Kiln Building, Arches Conference Room (2701 N Thanksgiving Rd, #100, Lehi)
Limited Seating:To ensure a high-quality, interactive experience, this workshop is limited to just 20 attendees. RSVP today to secure your spot!
Hosted by:
•Skyline Pathway CPAs
•Emma Financial
Event Venue & Nearby Stays
2701 N Thanksgiving Way, 2701 North Thanksgiving Way, Lehi, United States
USD 0.00
