Broken Arrow, OK | TAX Seminar | May 2025 | ARE-18662

Timely Event at The Museum Broken Arrow in Broken Arrow, OK

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

The Museum Broken Arrow
400 S Main St
Broken Arrow, OK 74012

Event Options:

– Thursday, May 15 at 6:00 p.m.

Seating is limited and there is no charge to attend. This event is not sponsored by or affiliated with The Museum Broken Arrow.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at The Museum Broken Arrow. 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:

What’s new and changing for taxes and Social Security in 2025.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs and situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income and 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 you may be able to create a customized retirement income and tax strategy.

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

Meet Your Hosts

Suzanne Porske | Phoenix Financial Group, LLC

Suzanne Porske is the founder of Phoenix Financial Group, LLC, with over 40 years of experience. Suzanne is a licensed insurance agent. As the founder of Phoenix Financial Group and a best-selling author, she is dedicated to helping empower clients, especially women’s retirement knowledge. She is passionate about helping clients achieve financial stability and enjoy a fulfilling retirement.

Rachelle Harp | Rachelle Harp CPA, PLLC

Rachelle Harp, the proprietor of Rachelle Harp CPA, PLLC in Broken Arrow, OK, is an accomplished accounting professional boasting a decade of expertise in both corporate and state auditing domains. She earned a Bachelor’s in Accounting from Northeastern State University and pursued her Master’s in Professional Accountancy at Metropolitan State University of Denver. Rachelle holds a CPA license in Oklahoma and is committed to guiding individuals and small businesses through the constantly changing landscape of Tax and Accounting.

Phoenix Financial Group, LLC offers insurance products and services. Phoenix Financial Group, LLC and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

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. 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.