Taxes DeclassifiedTaxes Declassified
Dinner Details
Heritage Eagle Bend Golf Club
23155 E Heritage Pkwy
Aurora, CO 80016
Event Options:
– Tuesday, October 21 at 6:00 p.m. – Thursday, October 23 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. Join us for a complimentary dinner and enlightening presentation at Heritage Eagle Bend Golf Club. 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:
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Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
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:
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
John Dass is a seasoned financial with over three decades of experience guiding high-net-worth individuals, entrepreneurial families, and business owners through the complexities of wealth management, tax mitigation, and legacy planning.
As an advisor at Birdseye Financial Inc. and Business Tax Mitigation, John specializes in advanced strategies designed to help clients reduce tax liabilities, protect assets, and provide seamless multi-generational wealth transfer. His expertise spans estate structuring, investment oversight, and succession planning—always with a focus on preserving family legacies and creating lasting financial security.
John’s career includes building Dass Financial Services into a dedicated advisory firm for high-income earners, where he introduced innovative wealth-building strategies that challenge traditional planning models. For over 10 years, he held advisory roles with Prudential Securities and Prudential Financial Services, giving him a well-rounded foundation across investments, insurance, and benefits planning.
His holistic, purpose-driven approach helps ensure that financial success not only strengthens families but also creates opportunities to positively impact their communities. With a reputation for integrity, vision, and results, John Dass is an unwavering advocate for his clients—helping them keep more of what they earn, protect what they’ve built, and pass on a thriving legacy.
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*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.
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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.