Register for our event!

Thursday, May 14th

at 6:00 PM

228 N Adams Rd.

Rochester Hills, MI 48309

TAXES IN RETIREMENT

JOIN US

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ONE NIGHT ONLY!

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YOU WILL LEARN:

• How to create a tax-efficient retirement income strategy to minimize your lifetime tax burden


• Roth conversions and how they can help reduce Required Minimum Distributions (RMDs)


• Strategies to lower taxes on Social Security benefits and maximize retirement income


• IRMAA planning tips to reduce Medicare premium surcharges


• How withdrawal order impacts taxation and which accounts to draw from first


• How to protect your retirement savings from tax time bombs in IRAs and 401(k)s


• The impact of 2026 tax law changes on your retirement plan and how to prepare


• Legacy and estate planning strategies to reduce taxation for your heirs

Our event is now at FULL CAPACITY. You can register to be added to our waitlist. This does not secure your spot. Someone will reach out if a seat becomes available.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services,a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial.