Complimentary Workshop at KU Edwards Campus in Overland Park, KS

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

KU Edwards Campus
12600 S Quivira Rd
Overland Park, KS 66213

Workshop Options:

– KU Edwards Campus on May 17 at 6:30 p.m.

RSVP NOW!

Seating is limited. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at KU Edwards Campus. 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:

  • How the expected passing of the SECURE Act 2.0 may impact your retirement income and tax plan.
  • What’s changing for taxes in 2022.
  • 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 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.
  • 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 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.

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 manage your tax exposure and help increase your retirement income.
  • Understanding tax laws and how they may impact your retirement income.
  • 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 to create a customized retirement income & tax strategy.

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

Yes, I Want To Attend

Meet Your Host

David G. Cox | Wealth Advisor

Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.

David focuses on retirement planning and asset preservation and has built a reputation among clients as a problem solver who provides exceptional customer service. He has over 25 years invested in providing advice to local families.

David holds both master’s and bachelor’s degrees as well as life, accident and health insurance licenses in Kansas. He passed the Series 65 securities exam to become an Investment Advisor Representative. David has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction℠.” This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of 7 percent of financial professionals in any market area receive this prestigious award.

David and his lovely wife, Ashley, live in Overland Park. David is a loyal Chiefs, Royals and Big 12 fan. He likes to travel and to enjoy various sports and games with his family.

Sign Up Now!

© 2022 The Prepare Institute

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Advisory Services offered through Change Path, LLC an Investment Advisor. The Prepare Institute and Change Path, LLC are not affiliated.

The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.

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 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. This presentation is not intended to be legal or tax 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. 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.