The Refectory Restaurant and Bistro

FREE DINNER SEMINAR
1092 Bethel Rd, Columbus, OH 43220

Seating is limited, so sign up today!

No Charge to Attend!

The Refectory Restaurant and Bistro

FREE DINNER SEMINAR
1092 Bethel Rd, Columbus, OH 43220

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?

Join us at The Refectory Restaurant and Bistro for an informational workshop covering Taxes In Retirement on Tuesday, August 14 from 5:30-8:00 PM or Thursday, August 16 from 5:30-8:00 PM .

Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income.

Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.

If you would like more information on how taxes can impact your retirement income sources, THIS workshop is for you.

This course has been designed for the specific needs of those with more than $250K in retirement savings

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Workshops 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.