Lee’s Summit, MO | TAX Seminar | August 2023 | ARE-14854

Complimentary Event at Mid-Continent Public Library – Colbern Road Branch in Lee's Summit, MO

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

*This event is not affiliated with or sponsored by the Mid-Continent Public Library system.

Event Details

Mid-Continent Public Library – Colbern Road Branch
1000 NE Colbern Rd
Lee’s Summit, MO 64086

Event Options:

– Tuesday, August 29 at 6:00 p.m.
– Wednesday, August 30 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 an enlightening presentation at the Mid-Continent Public Library – Colbern Road Branch. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and 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 plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
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 to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

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

Meet Your Hosts

Rodger Sprouse, Sprouse Financial

Rodger Sprouse has been a financial professional for more than 20 years. He is the Founder and CFO of Sprouse Financial Group, Inc. an independent financial services firm. He is dedicated to helping clients achieve their lifetime financial goals. His services include:
Asset allocation
Retirement income planning
Educational planning

Rodger is extremely knowledgeable and passionate about his work. He uses his experience and ability to deliver effective, timely and unparalleled financial strategies for his clients. His clients find him to be both personable and dedicated to their needs. He is committed to offering a one-source approach for the management, growth and preservation of client wealth while minimizing risk. Rodger also addresses cash flow needs and tax minimization strategies in one effective plan. He has provided valuable services to more than 1000 families and individuals.

Rodger often speaks at national conferences and trains other professionals in the industry. He has spoken at the national conferences for United Professionals, The Naylor Group and BCA. He has established an industry reputation as someone who serves his clients goals by using strategies that help to reduce their risk during retirement. Rodger was born and raised in the Kansas City metro area and is proud to be a lifelong and active member of the community. He and his wife, Erin, along with their four children, Camden, Payton, Grayson and Lincoln reside in Lee’s Summit, Missouri. He often donates his time by holding financial seminars to families in the community. Rodger has also hosted his own radio show on 710 KCMO and 980 KMBZ radio stations.

Rodger is also an active member of the National Ethics Association. This organization is dedicated to education and protecting the public investor from unscrupulous financial Professionals by doing comprehensive background checks on financial professionals. Click here to see Rodger’s Certificate of Membership.

Camden Sprouse, Sprouse Financial

Camden has a passion for helping people achieve their financial goals. With a degree in finance, Camden has a deep understanding of the financial markets and the tools/strategies needed to build a solid retirement income plan. Camden’s approach to retirement income planning is centered around building strong relationships with his clients. He takes the time to truly understand their unique financial situation and goals, and works closely with them to develop a customized income plan that fits their needs.

Camden graduated from Truman State University in 2021 with a Business Finance Degree. He began working at Sprouse Financial immediately after helping college and has since been working with Medicare clients and finding the best plan for them. He works closely with clients to understand their goals and develop an income plan to achieve them, and provide ongoing support and guidance as needed. Camden is a strong advocate for financial literacy and encourages his clients to take an active role in their retirement income planning.

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

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, securities 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. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment 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. We are not affiliated with any government agency.