About this Event
Preserving Wealth Starts with Smart Tax Planning
Retirement should be about enjoying the life you’ve built—not worrying about tax surprises. Yet, taxes remain one of the biggest risks to retirement income and legacy planning.
At this free event, EP Wealth advisors will share strategies designed to help high-net-worth individuals preserve their wealth, optimize income, and make informed decisions for the future.
What You'll Learn:
- How different retirement accounts are taxed (Traditional IRA, Roth IRA, Non-Qualified Brokerage)
- The impact of the SECURE Act on inherited accounts
- Legacy and estate planning considerations for your heirs
- Tax-efficient strategies: Roth conversions, tax-loss harvesting, and charitable giving
- Real-world examples of how taxes can erode your wealth—and steps that may help mitigate the risk
Who Should Attend?
This event is ideal for individuals or couples with $500,000+ in investable assets* who want to:
✔ Minimize tax burdens in retirement
✔ Strengthen income and legacy strategies
✔ Stay informed on the latest tax law changes
Presented by EP Wealth Financial Experts:
- , Vice President, Advisor, Partner
- , Vice President, Advisor, Partner
- , Senior Vice President, Advisor
Reserve Your Seat
Seating is limited, and early registration is highly recommended. RSVP today and take the next step toward making your retirement tax-smart.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
Event Venue & Nearby Stays
Cooper's Hawk Winery & Restaurant- Chandler, AZ, 3325 West Chandler Boulevard, Chandler, United States
USD 0.00
