Controlling Taxes in Retirement: Strategies to Help Protect and Grow Your Wealth

Join your local host at Fountain Hills Community Center on Wednesday, January 15 at 4:00 p.m. or Thursday, January 16 at 10:00 a.m. for a timely and informative taxes and retirement planning seminar. During this event, we’ll discuss:

  • Modern strategies being used in today's retirement landscape.
  • Strategies designed to help increase your retirement success and protect your assets from market volatility.
  • Different ways to build tax-efficient and tax-free income strategies into your retirement plan.
UNLOCK RETIREMENT SUCCESS

Seating is limited. This is a no-cost, no-obligation event.

Join the 10,000+ who have attended Taxes Declassified's nationwide events and walk away with newfound confidence and actionable retirement strategies.

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Event Details

Location

Fountain Hills Community Center
13001 N La Montana Dr, Fountain Hills, AZ 85268

Date & Time

– Wednesday, January 15 at 4:00 p.m.

– Thursday, January 16 at 10:00 a.m.

Registration Closes In:

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Hours
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Your Presenter

Theodore Meyer | Financial Advisor & Fiduciary | Meyer Financial Services
Theodore (Ted) R. Meyer III CAS®? is the president and founder of Meyer Financial Services. For nearly two decades, his advisory services have helped individuals of all ages to achieve retirement stability though sound wealth management strategies. In addition to managing clients’ money and giving investment and diversification advice, Ted offers a unique approach to retirement tax strategies and distribution. His comprehensive approach surpasses traditional financial planning by accentuating the importance of protecting his clients’ financial future.

He is a current member of the National Association of Insurance and Financial Advisors (NAIFA). He carries a Series 65 Investment Advisory Representative license as well as his Life and Health Insurance licenses. A native of Chicago, he and his wife Stacey have two children, Joseph and Ella. They currently reside in Scottsdale where Ted is very active in the community. He serves as an Officer for the Knights of Columbus (Chapter 12313), is a member of Notre Dame Prep Advisory Board.

There's no better time to reevaluate your retirement plan to help ensure you won't outlive your money. At this seminar, we'll discuss:

  • Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
  • Retirement Income Planning: Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
  • Distribution Pitfalls: Identify common mistakes in retirement asset distribution and learn strategies to help ensure your money lasts.
  • Tax Minimization Strategies: Understand the impact of rising taxes on your retirement income and strategies designated to mitigate these risks.
  • Maximizing Social Security: Explore strategies designed to help avoid Social Security taxation and maximize your benefits.
  • Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
UNLOCK RETIREMENT SUCCESS

Why Attend?

01

Preparedness

People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.

02

Preservation

Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.

03

Confidence

Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.

Protect your financial future.

Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement planning…

Proactive Social Security Strategies

Maximize your benefits and help ensure you get the most out of your contributions.

Tax-Efficient Retirement
Income

Discover ways to help reduce your tax burden and keep more of your hard-earned money.

Investment Strategies for Stability

Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.

Longevity & Legacy
Planning

Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.

Frequently Asked Questions

Who is presenting?

Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.

Who is this event for?

Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.

Privacy Policy: 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!

2025 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. Meyer Financial Services and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.