Register for our event!

Tuesday, September 22nd

at 6:00 PM

6676 Telegraph Rd.

Bloomfield Township, MI 48301

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 still register to be added to our waitlist.

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.

You and a guest are invited to a COMPLIMENTARY GOURMET MEAL immediately following our "Taxes in Retirement" workshop.

Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk.


So much is changing in the financial world, come learn what the wealthy are doing to protect themselves and their legacy.