Taxes DeclassifiedTaxes Declassified Join us for a complimentary, gourmet dinner and eye-opening retirement discussion. We’ll discuss how to reduce taxes on your retirement income, avoid IRS surprises, and discover strategies designed to help you keep more of what you’ve saved.
Get the answers to your biggest questions—and walk away with clarity, confidence, and the information you need to help create a strategy that’s built for today’s tax laws.
Secure your spot and learn how to help preserve what you’ve earned. Complimentary dinner included. No cost. No pressure. Just clear answers.
– Tuesday, June 24 at 6:30 p.m.
– Wednesday, June 25 at 6:30 p.m.
Culinary Dropout
383 N Gilbert Rd, Gilbert, AZ 85234
Ways to Help Pay Less in Retirement Taxes
Explore forward-looking strategies like Roth conversions, tax bracket management, and efficient withdrawal sequencing.RMD Traps & Roth Opportunities
See how RMDs can increase your tax burden — and how Roth conversions may help reduce future required withdrawals.Timing Is Everything
Understand how to structure your income and withdrawals to potentially reduce taxes while optimizing Social Security benefits.How Retirement Plans Can Miss the Mark
Traditional investment strategies often ignore tax impact. Discover how today’s retirees are updating their plans to adapt.Keep More of What You’ve Earned
Strategies to help you preserve your nest egg, reduce taxes across accounts, and improve long-term income efficiency.Create a Legacy, Not a Liability
See how tax-efficient legacy planning can help you leave more to your family — and less to the IRS.
You worked hard to build your savings — but retirement isn’t just about what you’ve earned, it’s about what you keep. With rising tax pressure and changing laws, many retirees unknowingly lose income to poor withdrawal timing and outdated strategies.
This dinner event helps you uncover what’s at risk — and gives you proactive ways to take control.
There's no better time to reduce your tax exposure and create a more strategic income plan for retirement.
Preparedness
Many retirees don’t have a clear strategy for managing taxes once they stop working. This event helps show you where to start.
Preservation
Taxes can be one of your biggest retirement expenses. Discover strategies designed to reduce the impact and help preserve your hard-earned savings.
Confidence
Understand your options and leave with clarity — no more guessing, no more “I wish I’d known this sooner.”
What’s your plan for helping to reduce taxes on your income in retirement? How will RMDs, Social Security, and rising tax brackets affect you?
Many retirees don’t realize one of their greatest expenses in retirement could be the IRS — until it’s too late. This seminar will help you uncover missed opportunities and show you ways to plan more effectively for the long run.
How to Time Withdrawals Strategically
Avoid unnecessary taxes by aligning distributions with tax brackets and Medicare thresholds.
When Roth Conversions Make the Most Sense
Explore how converting today could help reduce RMDs and taxable income tomorrow.
How to Avoid Overpaying the IRS on Your 401(k)
Most pre-tax retirement plans are future tax bills. See how to manage and potentially reduce the burden.
Estate & Legacy Tax Efficiency
Help protect your heirs by minimizing taxes on what you pass down.
Chris Bowman is a founding member of Prospect Wealth Advisors. Driven by over 30 years of financial services experience, which included a considerable amount of time working in the investment banking industry. Mr. Bowman has embraced the notion that there is no “one size fits all” investment plan.
The importance of building a true independent firm was paramount. Delivering unbiased, transparent and custom strategies that are aligned with our clients’ goals and aspirations. This holistic team approach allows us to have a deeper relationship with our clients. We look to clearly understand how to optimize returns for their situation, mitigate risk, reduce taxes, develop a sound legacy plan and work to create reliable income.
Chris affirms that you cannot excel and thrive as an Investment Advisor if you don’t have a passion for helping people. “I cherish the enduring relationships I have built over a long career”. Those relationships go beyond managing assets. It is a dedicated confidante, support and guidance after the loss of a loved one and so much more. “I feel blessed to have some incredible clients that are also incredible friends.
Chris is now married to his beautiful wife Barbara, with whom he has two children. The Bowman family enjoys art, music, drama and architecture. They also love traveling to new destinations, a longtime passion of Chris’. He was lucky enough to travel the world at a young age, and he still enjoys the opportunity to embrace new countries and cultures. He’s also active in his community, working with organizations like Folds of Honor and PAVE to support groups and causes he believes in. Additionally, Chris enjoys spreading financial awareness, especially on his radio show Nuggets of Knowledge, which he hosts with our co-founder Jon Floyd. You can listen to the show every Sunday from 1 p.m. to 2 p.m. on KTAR 92.3 FM.
“I’ve helped many people uncover opportunities to save significantly on taxes in retirement. With just a few strategic adjustments, you can often keep more of your income and worry less about the future. That’s why we host these events — to help give you clarity, not confusion.”
What is Taxes Declassified?
Taxes Declassified 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 determine 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 applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
What’s on the menu?
A delicious variety of preselected dishes from Culinary Dropouts menu.
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Investment advisory services offered by CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC, Prospect Wealth Advisors, and Taxes Declassified are unaffiliated entities.
Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. 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.