Olathe, KS | Taxes & Retirement Workshop | March 2022

Complimentary Workshop at Olathe Community Center in Olathe, KS

Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement

Event Details

Olathe Community Center
1205 E Kansas City Rd
Olathe, KS 66061

Workshop Options:

– Olathe Community Center on March 30 at 6:30 p.m.

Seating is limited. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Olathe Community 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:

Recent changes to taxes and Social Security benefits that you need to know.
Key steps you may be able to take to defend your retirement from unnecessary taxes.
Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
How you may be able to protect your retirement from market volatility.
When to take Social Security, how it is taxed and how to avoid potential tax traps.
How to help ensure you won’t OUTLIVE your money in retirement.
3 of the biggest tax mistakes Baby Boomers make.
Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
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

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 laws and how they may impact your retirement income.
How 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 strategy.

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

Meet Your Host

Robert Olvera, CLTCP®, APMA® | RSL Financial Management

Bob entered the financial industry as an insurance agent in 2003 and became a financial advisor in 2008. He was originally attracted to the financial services field when he kept hearing older friends and family members remark that they wished they would have planned better for their life and retirement, if only they could have found someone, they trusted to help them.

Over his career, Bob has developed a passion for assisting clients to make smart financial decisions by de-complicating complex concepts, situations, and financial products. He has focused his efforts on helping people protect the most important people in their lives as well as reach their financial goals.

His goals for clients are to live a life of clarity and confidence and to focus on what matters most to them – to live a life well lived.

“I help clients gain clarity on common risks that could have a sudden and immediate negative impact towards the commitments they have made to their families, communities, and business. With clarity to their specific situation, I then help clients gain confidence in developing a plan to address and potentially offset the consequences of those risk. Most importantly, I help them take recommended actions steps with the newly discovered clarity and confidence.”

“I welcome the opportunity to sit down with you as a friend would do to help you reduce the confusion and increase your confidence.”

Bob holds the Certification for Long-Term Care (CLTC®) and the Accredited Portfolio Management Advisor® (APMA®) designations. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) of Kansas, currently serves as a State Board member and previously served as the State chapter President.

Bob has lived in the Kansas City area since 1988 and currently resides in Olathe, KS. He married his wife, Katie, in 1999 and has two daughters Sophia and Malea. In his free time, he and his wife like to travel to beach locations that have snorkeling or going to the Rocky Mountains to ride 4-wheel ATV.

State License #7636016

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Robert Olvera offers Securities and Advisory Services through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. RSL Financial Management and Client One Securities are not affiliated.

Robert Olvera, RSL Financial Management
12506 S Alcan Cir
Olathe, KS 66062

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.