Informational Seminar at The Opportunity Center in North Charleston, SC

Minimizing Taxes in Retirement

What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing

Event Details

The Opportunity Center
8570 Rivers Ave
North Charleston, SC 29406
Light refreshments will be served

Event Options:

– Tuesday, July 14 at 11:00 a.m.

– Wednesday, July 15 at 11:00 a.m.

RSVP NOW!

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 Opportunity Center. 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 new and changing for taxes and Social Security in 2026.
  • 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 disrupt your retirement plans and how you may be able to avoid them.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

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!

Yes, I Want To Attend

Meet Your Host

Michelle Parker & Shalicia Thomas, Empowerment Essentials Inc.
Founded by Michelle Parker in 2013, Empowerment Essentials, Inc is passionate about promoting economic empowerment through retirement enlightenment, as its core foundational beliefs, which helps to separate the company from so many in the industry. Michelle’s “At Your Service” style of business is the flagship trademark of Empowerment Essentials, Inc. Michelle is a highly experienced and qualified insurance professional, with the notable achievement of being an Ed Slott Master Elite IRA Advisor. This is a prestigious designation for financial professionals who have demonstrated expertise in the area of retirement income planning, tax minimization strategies, and legacy strategies, and are committed to upholding the highest standards of professionalism and ethics.

Knowledgeable, detail oriented, professional and a true leader are just a few words most often used to describe Shalicia West Thomas! With almost a decade of experience in the fast-paced retirement field, Shalicia has established herself as a powerhouse and an innovative trailblazer and agent proving to be an integral partner of Empowerment Essentials, Inc.

This power team, together holds insurance licenses in over 22 states and has an affinity of helping people live out their retirement goals. They understand the importance of staying up-to-date with the latest trends and strategies with what the US tax codes allow, and they work diligently to help ensure that their clients are well informed and equipped to make well informed decisions.

Their expertise is in helping their clients navigate to and through retirement income planning, tax minimization strategies, and legacy strategies so that they can have guaranteed lifetime income and tax-free savings.

Here at Empowerment Essentials, Inc, we have curated a team of strategic partners and industry professionals who help our clients maximize in all of the fore mentioned, while considering the balance of Social Security and Medicare, Tax Efficiency, Healthcare, Inflation, and all of the unexpected!

© 2026 Taxes Declassified | Privacy Policy

Presented by Michelle Parker & Shalicia Thomas. NPN #7143712 | NPN #20324462

Empowerment Essentials, INC. offers insurance products and services. Licensed Insurance Professional.

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.

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.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

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.

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 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.