Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
LOCATION:
Cumming Rec Center
437 Pilgrim Mill Road Cumming, GA 30040 (Event Center)
Class offered on Tuesday and Thursday
Please register for the day that works best for you
Educational Class
Cumming Rec Center
Creating a Tax-Efficient Retirement
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes.
Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Attend this Class to Discover:
- The key moves to start making now to dodge the avoidable “Tax Tidal Wave“
- 5 KEY strategies used by the wealthy to reduce or remove taxes and penalties
- Strategic Asset Location to potentially increase your legacy and estate
- How smart investors use the current market volatility to maximize their retirement savings
- Key aspects of the new tax bill and it’s impact on your family
- Misunderstood facts about taxes that often cause people to overpay
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don’t have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what’s owed; it’s about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Join this Free Educational Workshop to Learn:
- Strategies to reduce your tax liability in retirement
- How to protect your assets from market volatility
- Ways to create a sustainable income stream in retirement
- Tips for optimizing Social Security benefits
- Sandwiches and drinks will be provided free of charge
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
Tuesday, March 10th, 2026, or Thursday, March 12th, 2026, 6:00pm (EST)
Where:
Cumming Rec Center (Event Center)
437 Pilgrim Mill Road Cumming, GA 30040
Register for Class
Invest in Yourself & Your Family's Future
In today’s environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
Please register for the day that works best for you