About this Event
Are you ready to make your retirement work smarter, not harder? Join us for an exclusive Wine & Wisdom class where we’ll delve into the strategies that can help you navigate the complexities of taxes and set you up for a more financially secure retirement.
With a glass of wine in hand, you’ll learn valuable insights on how to de-tax your retirement and unlock the secrets to maximizing your hard-earned savings. Whether you’re approaching retirement or already enjoying it, this class is tailored to help you reduce tax burdens and increase your financial freedom.
What You’ll Learn
In this engaging and educational session, we’ll cover essential retirement strategies to help you stay ahead of the tax game. Here’s a sneak peek at the topics we’ll explore:
1. Understanding the Tax Trap
Many retirees face unexpected tax burdens because they don’t understand how their income sources interact with the tax system. We’ll break down the “Tax Trap” and show you how to avoid the common pitfalls that can reduce your retirement income.
2. Tax-Efficient Withdrawals
How you withdraw from your retirement accounts can have a huge impact on your tax bill. Discover the strategies that allow you to withdraw money in the most tax-efficient way, so you can keep more of your money where it belongs—working for you.
3. Tax-Loss Harvesting
Not all investments perform the same way. Learn the art of tax-loss harvesting, a strategy that can help you offset capital gains taxes and make your portfolio more tax-efficient, all while improving your retirement outlook.
4. De-Taxed Retirement - Success Stories
Want to hear how others have successfully implemented these strategies? We’ll share real-life success stories of retirees who have minimized their tax exposure, giving you inspiration for your own retirement planning.
Why Attend?
- Learn Proven Strategies: Gain practical, easy-to-understand advice from retirement experts who specialize in tax-saving techniques.
- Wine & Wisdom: Enjoy the relaxed, social atmosphere while sipping wine and gaining financial knowledge.
- Actionable Insights: Walk away with a clear understanding of how to apply these strategies to your own retirement plan.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM & Evans Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Event Venue & Nearby Stays
Evans Financial Group, 425 Ashley Ridge Boulevard Suite #300, Shreveport, United States
USD 0.00
