Educational Retirement Seminar

Retirement planning is more than just saving money—it’s about maximizing income, reducing tax burdens, and securing a financially confident future. In this exclusive FREE educational seminar, we’ll break down key retirement strategies to help you plan effectively.

📌 Tax Rate Risk

• Why some experts believe tax rates could rise and how it may impact you
• How rising taxes can affect your retirement income
• The “Catch 22” of 401(k)s and IRAs
• How lost deductions could increase your tax liability in retirement

📌 Retirement Income Planning

• The three basic types of retirement accounts and how they work
• How to strategically allocate savings for long-term financial security
• Tax-deferred vs. tax-free accounts: Which is right for you?
• Ways to reduce or eliminate unnecessary taxes in retirement

📌 Maximizing Social Security

• The real cost of Social Security taxation
• How to avoid common Social Security mistakes
• The key thresholds you need to know
• How to maximize your benefits for a stronger retirement

This event is perfect for pre-retirees and retirees who want to reduce taxes, maximize retirement income, and make informed Social Security decisions.

✅ No cost to attend
✅ No financial products or services will be sold—strictly educational
✅ Seats are limited—RSVP now!

Event Venue & Nearby Stays

ExecuBusiness Centers, 10130 Mallard Creek Road, Charlotte, United States