Join our Class:
Retirement Elevated
MISTAKES THAT COULD AFFECT 55+ INVESTORS TODAY
Why taxes can easily be one of your biggest expenses in retirement
(and what you can do to help minimize them)
At this COMPLIMENTARY course, you will:
Discover 3 steps to creating an income plan, and the tools at your disposal to help ensure your income lasts as long as you need it to.
Find out a strategic method for taking income from all your accounts (401Ks, IRAs, 403b’s, ROTHs, etc.) to help minimize taxes
Understand risk and what it means for you, and how market volatility can trigger emotional reactions.
Learn which “Old World” myths about money limit most retirement plans today
Event Details
May 11th
6:00 – 7:30PM
Metropolitan Community College - Longview
500 SW Longview Road (Business Building, Room 107)
Lee’s Summit, MO 64081
Join us for the live, in person event.
Seating is limited, so please submit your seat request now by using one of the convenient RSVP options listed below.
Want to know ways to help reduce (or even eliminate) the taxes owed on certain accounts in retirement?
This is a can't-miss event!
Discover how the “Four Buckets Approach” to tax planning can help you avoid costly tax mistakes and lost income.
Learn what every investor should know on how the most common financial vehicles are taxed.
See where “traditional” retirement advice breaks down, and ways new unconventional wisdom could minimize your taxes and make income last longer.
Understand how your Social Security fits into the big picture, and why when you claim can affect you permanently.
Complete the form below to register!
Your instructor is an investment adviser representative, insurance professional and the firm is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
This is an educational class and no specific investments or other financial vehicles will be promoted or sold at the class. However, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered for purchase based on your personal situation.
Investing involves risk, including the loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
Investment Advisory Services Offered Through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.
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