Taxes DeclassifiedTaxes Declassified Join us for a complimentary, gourmet lunch and eye-opening retirement discussion. You’ll discover how to reduce taxes on your retirement income, avoid IRS surprises, and learn 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 lunch included. No cost. No pressure. Just clear answers.
– Wednesday, June 11 at 11:30 a.m.
SELECT Restaurant
112 Trade St, Greer, SC 29651
Ways to Help Pay Less in Retirement Taxes
Explore forward-looking strategies like Roth conversions, tax bracket management, and smart withdrawal sequencing.RMD Traps & Roth Opportunities
Learn 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 reduce taxes while optimizing Social Security benefits.How Most Retirement Plans 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-smart estate 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 With rising tax pressure and changing laws, many retirees unknowingly lose income to poor withdrawal timing and outdated strategies.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 shows you where to start.
Preservation
Taxes can be your biggest retirement expense. Learn how 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 reducing taxes on your income in retirement? How will RMDs, Social Security, and rising tax brackets affect you?
Most retirees don’t realize their greatest expense 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
Learn how converting today could 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. Learn how to manage and reduce the burden.
Estate & Legacy Tax Efficiency
Help protect your heirs by minimizing taxes on what you pass down.
David C. Treece began his career in the financial services industry in 2011, working as an assistant at two other firms. He then became a financial advisor. He has passed the Series 65 securities exam, and he is health and life insurance licensed in Georgia, South Carolina, and North Carolina. David’s financial advisory firm focuses on retirement income planning.
David founded Clients Excel in 2018. David launched the firm because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to help people prepare for retirement so that his clients may avoid pitfalls that stand between them and a successful retirement.
The bedrock of David’s ethos is treating others as he would want to be treated. David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter that reaches over a thousand subscribers. If you’d like to receive his newsletter email [email protected]. Through the newsletter, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.
David and his wife, Mallory, have two young daughters named Amelia and Ansley and a rescue dog named Oscar. David and his family are active in their church in Spartanburg. He has also been a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.
“I’ve helped many people uncover opportunities to save significantly on taxes in retirement. With just a few smart adjustments, you can often keep more of your income and worry less about the future. That’s why we host these events — to 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?
Your choice of entrée between the American Trilogy Burger, Chicken Salad Panini, Salmon Juneau, or the Chicken Southern Charm.
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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.