Tee Off at Topgolf Thornton!
Enjoy 2 hours of golf at no cost, plus a Complimentary Dinner & Tax Presentation.

Planning for Retirement: Tips for Optimizing Your Tax Strategy & Maximizing Your Social Security Benefits

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

ITINERARY
An informative presentation followed by dinner and two hours of fun and games at no cost!

Event Details

Topgolf Thornton
16011 Grant St
Thornton, CO 80023

Dinner Options:

– Tuesday, July 9 at 6:30 p.m.

– Wednesday, July 10 at 6:30 p.m.

RSVP NOW!

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

Event Details

Topgolf Thornton
16011 Grant St
Thornton, CO 80023

Dinner Options:

– Tuesday, July 9 at 6:30 p.m.

– Wednesday, July 10 at 6:30 p.m.

ITINERARY
An informative presentation followed by dinner and two hours of fun and games!

RSVP NOW!

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 dinner, golf and an enlightening presentation at Topgolf Thornton. 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 what we’ll cover:

  • The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • What’s changing for taxes and Social Security in 2024¹.
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and you may be able to avoid them.

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
Minutes
Seconds

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 Hosts

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

Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.