Register for our event!

Wednesday,

November 4th

at 6:00 PM

2324 Showtime Dr.

Lansing, MI 48912

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 RequiredMinimum 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

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.

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.

You and a guest are invited to a COMPLIMENTARY GOURMET MEAL.