Northern Illinois University - Naperville Campus - Room 119
1120 East Diehl Road, Naperville, IL 60563
Upcoming Seminars
20
Nov
Thursday Evening
6:30 pm - 8:30 pm
Additional Events
Estate Planning - Northern Illinois University - Naperville Campus
1120 E Diehl Rd Ste 107, Naperville, IL 60563, USA
SAFE RETIREMENT AND TAX STRATEGIES
Protecting Your Assets While Minimizing Tax Burden
Creating a secure retirement requires both protecting your assets from market volatility and implementing tax-efficient strategies. Understanding how to balance safety and tax efficiency can help you maximize your retirement income and preserve your wealth.
Please Join us for this complimentary informational seminar. We will discuss strategies for creating a safer retirement while minimizing taxes. Seating is limited, so sign up today!
Did you know?
- Market downturns near retirement can significantly impact your retirement security
- Taxes can consume a substantial portion of your retirement income if not properly managed
- Having the right mix of tax-deferred, tax-free, and taxable accounts can enhance tax efficiency
- Certain financial products offer both safety and tax advantages
We will be discussing:
- Strategies to protect your retirement assets from market volatility
- How to create reliable income streams in retirement
- Tax-efficient withdrawal strategies
- Roth conversion opportunities and considerations
- The role of guaranteed income products in a retirement plan
- Estate planning strategies to minimize taxes for your heirs
Join us to learn how to create a safer retirement plan that balances asset protection with tax efficiency to help maximize your retirement income and legacy.
Spouses are encouraged to attend!
Seating is limited. Register now!
Register Now
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.