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Complimentary Workshop at KU Edwards Campus - The BEST Building in Overland Park, KS

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

This event is not sponsored or affiliated with the KU Edwards Campus.

Event Details

KU Edwards Campus – The BEST Building
12604 Quivira Rd, Overland Park, KS 66213

Event Options:

– Tuesday, May 16 at 6:30 p.m.

– Thursday, May 18 at 6:30 p.m.

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Join us for a special presentation at KU Edwards Campus – The BEST Building while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes and Social Security in 2023².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

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Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Cropped shot of a senior couple sitting together and going over their financial documents together in their home

FEATURED PRESENTER:

David Cox
Wealth Advisor | KC Financial Advisors
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.
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© 2023 The Prepare Institute

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

Advisory Services offered through CreativeOne Wealth an Investment Advisor. KC Financial Advisors and CreativeOne Wealth are not affiliated.

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.