Complimentary Dinner at TPC Colorado in Berthoud, CO

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

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Farmers Harvest – Assortment of grilled and raw vegetables, garden herb dipping sauce, chickpea hummus, warm pita bread
Berthoud Ale Poached Shrimp with cocktail sauce
Colorado Lamb Kofta with spicy yogurt vinaigrette
Mini Beef Wellington

Event Details

TPC Colorado
2375 Tpc Pkwy, Berthoud, CO 80513

Dinner Options:

– TPC Colorado on August 8 at 6:00 p.m.

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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 a complimentary meal and enlightening presentation at TPC Colorado. 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 changing for taxes and Social Security in 2023².
  • 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 create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • An in-depth look at Frank Oliver’s powerful T.I.M.E.™ Process – Taxes, Income, Money and Estate
  • 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. Plus, we’ll be covering bonus content from Frank Oliver’s proven T.I.M.E.™ process.

There are four key factors that often go overlooked in people’s preparation for the future. Those four elements are: Taxes, Income, Money and Estate, otherwise known as T.I.M.E.™.

Some planning strategies we will address, in regard to our T.I.M.E.™ Process include: 

  • Excess taxation, IRA’s and 401(k)’s.
  • Income planning, including Social Security benefits.
  • Money management — where should I invest?
  • Estate planning and taxes.

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

Yes, I Want To Attend

Meet Your Host

Frank Oliver | Oliver Asset Management
Creator of the T.I.M.E.™ Planning Process
Member of Ed Slott’s Master Elite IRA Advisor Group
Author of the Amazon Best Selling book “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. 
 
Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.
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© 2023 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

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.

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.

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.