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Register for our Event!

October 22nd or 27th

at 6:15 PM

4025 William D Tate Ave.

Grapevine, TX 76051

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Retirement Tax Strategies

We will discuss these important topics and more:

  • Roth IRAs & Roth Conversions
  • Required Minimum Distributions (RMDs)
  • Strategies to Reduce Taxes in Retirement
  • Understanding the New Tax Law & How It May Affect You
  • IRMAA (Medicare Premium Surcharges) – What You Need to Know
  • Protecting Your Retirement During Market Downturns
  • Coordinating Social Security with Your Tax Strategy

Event not sponsored by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenters. Chadwick Financial is an independent financial service firm. Investment advisory services are offered through Triad Wealth Partners, an SEC registered investment advisor, and also through Chadwick Financial, a registered investment advisor in the state of Texas. Insurance services are provided by Chadwick Financial. Neither Chadwick Financial nor Triad Wealth Partners offer tax or legal advice.