Timely Event at Edgewater Civic Center in Edgewater, CO

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Edgewater Civic Center
1800 N Harlan St
Edgewater, CO 80214

Event Options:

– Thursday, February 19 at 11:00 a.m.

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Light refreshments will be served. Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Edgewater Civic Center. 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 2026.
  • 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 & situation.
  • Understanding other common risks and mistakes that may disrupt 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
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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 help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income.
  • 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 you may be able to create a customized retirement income & tax strategy.

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

Yes, I Want To Attend

Meet Your Host

Joe Harl, The Guardian Group
Growing up in Western Oklahoma, I was surrounded by the Oil & Gas industry, a field that shaped my career and my understanding of resilience, adaptability, and the power of preparation. After attending Southwestern State University, I spent over 20 years in the industry, advancing from a Wireline Engineer to LWD Engineer, Service Coordinator, and ultimately Operations Manager, where I led a team of over 300 engineers. Each role reinforced my belief in the importance of trust, strong leadership, and financial security. Through my years in Oil & Gas, I’ve seen firsthand how quickly circumstances can change. The volatility of the industry taught me that having a solid financial plan isn’t just important—it’s essential. That’s why I’m passionate about helping individuals and families create a financial strategy that gives them more stability, more options, and more confidence—no matter what’s ahead.For me, relationships matter most. Over the years, I’ve built meaningful connections with people navigating career transitions, layoffs, and financial uncertainty. Whether you’re just starting out, preparing for retirement, or somewhere in between, I’m committed to helping you take control of your financial future so you can focus on what matters most.In early 2020, my wife, Tyler, and I made the move to Denver, Colorado, and immediately knew we had found home. When I’m not working with clients to help them realize their financial potential, you can find me on the golf course, traveling, or exploring everything Colorado has to offer—from mountain getaways to local breweries.
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© 2026 Taxes Declassified | Privacy Policy

Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. The Guardian Group, Your Retirement Reality and CreativeOne Wealth, LLC are not affiliated. 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.