WILL, TRUST, MINIMIZING TAXES DURING YOUR RETIREMENT

Fort Bend County Libraries - Sienna Branch

Fort Bend County Libraries - Sienna Branch - Multipurpose Room

8411 Sienna Springs Blvd., Missouri City, TX 77459

Upcoming Seminars

9

Nov

Monday Morning

10:00 am - 12:00 pm

9

Nov

Monday Afternoon

2:00 pm - 4:00 pm

WILL, TRUST, RETIREMENT & MINIMIZING TAXES

Did you know?

  • Only 24% of Americans have a will. (Caring.com, 2025 Wills and Estate Planning Study)

  • 48% of Baby Boomers have no estate planning documents. (Trust & Will, 2026 Estate Planning Report)

  • More than half (56%) of U.S. adults have no estate planning documents, including a will, trust, medical power of attorney, financial power of attorney, or HIPAA authorization. (Trust & Will Estate Planning Report, 2025)

During this educational workshop you will learn:

  • Understanding Will and Trust.

  • Probate can become a challenging and complicated process.

  • Estate planning is your “Get Out of Probate Jail” card.

  • Proper estate planning helps maintain family harmony.

  • Eliminate burdens and stress from your loved ones.

  • Be prepared in case of incapacitation, dementia, Alzheimer’s.

  • How to protect your home from Medicaid Asset recovery.

  • Learn one of the most expensive mistakes families make.

  • Procrastination has been the most popular answer for why people haven’t made a will or a trust. Men procrastinate on estate planning more than women, but only by a slim margin.

Retirement & Minimizing Taxes:

  • How your social security will be taxed

  • How to avoid the Medicare penalty – the dreaded IRMAA

  • Possible “Zero” rate?

  • How to minimize taxes in retirement income

  • IRA Withdrawal strategies for tax reduction

  • The impacts of “The Big Beautiful Bill”

  • Avoiding the retirement tax trap

  • Do Roth conversions make sense

  • Understanding RMDs, Required minimum Distribution

  • Fewer companies are offering pensions. Learn how to create your own private pension

Spouses are encouraged to attend!

Seating is limited. Register now!

Fort Bend County Libraries - Sienna Branch 8411 Sienna Springs Blvd., Missouri City, TX 77459
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through J Martin Financial Services, LLC. J Martin Financial Services, LLC is a separate and unaffiliated entity from Simplicity Wealth.

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.