Complimentary Dinner at C.B. & Potts Restaurant & Taproom in Fort Collins, CO

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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Orders will be collected at the restaurant.

Event Details

C.B. & Potts Restaurant & Taproom
(Located at Collindale Golf Course)
1441 E Horsetooth Rd
Fort Collins, CO 80525

Dinner Options:

– Wednesday, April 17 at 6:00 p.m.
– Monday, April 22 at 6:00 p.m.

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Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. 

Join us for a complimentary meal and enlightening presentation at C.B. & Potts Restaurant & Taproom at Collindale Golf Course. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s a sneak peek of what we’ll cover:

  • The potential impact of the 2024 election on your investment and retirement accounts.
  • Ways to help protect your IRA, 401(k), 403(b) and investment accounts from taxes and inflation.
  • How legislative changes may impact your taxes and Social Security.
  • How to navigate retirement pitfalls in today’s volatile economy.
  • Strategies for income preservation tailored to your financial situation.
  • And much more.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
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If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to manage your tax exposure and help increase your retirement income.
  • Understanding tax laws² and how they may impact your retirement income³.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Meet Your Host

Frank Oliver | Founder and Creator of Your T.I.M.E. is Now
Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly two decades, positions him to have very clear insight into effective planning procedures.

Along with creating the T.I.M.E. process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.
Kyle Sullivan | Financial Advisor​

Kyle began his career in 2013 at Fidelity Investments, assisting clients on everything from investments to IRA’s, workplace accounts, and financial knowledge. Kyle spent the next eight years as an investment consultant for financial advisors, helping to familiarize them on investment products for clients, analyze client portfolios, and provide relevant market commentary. Kyle is often accused of digging too much “into the weeds” but brings that intense attention to detail to clients when building their personalized financial plan, leaving no stone unturned.

A native of Jacksonville, Florida, Kyle moved to Colorado to begin his career in finance in 2013 after graduating from Florida State University with a degree in Finance. In his free time, Kyle enjoys golfing, skiing, watching his favorite sports teams, and exploring hiking trails throughout the Rocky Mountains with his wife, Macy, and dogs Kota and Boo.

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© 2024 Taxes Declassified | Privacy Policy

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html 

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.