Complimentary Educational Dinner at Stone Summit Steak & Seafood
Tax Freedom in Retirement
Event Details:
Location: Stone Summit Steak & Seafood
Date: Thursday, April 3 OR
Wednesday, April 9
Time: 6:30 PM
Address: 17 Cliff View Dr; Wentzville, MO 63385
Seating is limited. Confirmations will be required.
Nothing will be sold and there is no charge to attend!
Cut Your Cord With The IRS
Join us for an educational Dinner Workshop providing you critical information to help you understand, protect and complete your retirement plan.
During this event we'll discuss strategies to keep more of what's yours, understand the many different forms of tax risk and how they impact you and your goals, and ultimately empower you to take control of your retirement.
What we'll cover:
Tax Risk and the Current Economic Landscape.
How Tax Law changes can impact you, your savings, and ultimately your legacy.
The Fundamental Planning Considerations needed to develop a COMPLETE financial plan.
Tax-deferred vs. tax-free accounts: Which one is right for you?
Potential pitfalls of Roth Conversions, including IRMAA.
How to define a “true” tax-free income and investment strategy.
Strategies to REDUCE your partnership with the IRS.
And much more!
Space is limited, so fill out the registration form here to reserve your seat today.
Complimentary Event Registration
Seating is limited. Sign up today to guarantee your seat(s)!
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
About Your Presenter
Chris Cooper
President
Chris has over 20 years of experience in the finance and accounting industry. After a successful career in the corporate world, it was time for a change. Chris was missing the personal connection, community involvement, and ability to truly make a difference in individual people’s lives he knew he could offer. The key was to combine his strategic mindset, vast financial experience, and coaching personality with his passion for people and desire to make an impact in their financial well-being.
As a licensed CPA, Insurance Agent, and Investment Advisory Representative, Chris coaches his clients on a holistic view of financial well-being. His passion, dedication, and educational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized solutions to meet unique goals & objectives of each client.
Any Questions Regarding This Event Call:
314-916-6658
Frequently Asked Questions
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
The Presenter is not affiliated with the Social Security administration or any other government agency
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advice offered through Fortis Capital Advisors, a SEC Registered Investment Advisor. Insurance & Education services offered through Serenity Wealth Management.
GET IN TOUCH
MAILING ADDRESS
Serenity Wealth Management
2315 Technology Dr
Suite 121
O'Fallon, MO 63368
314-916-6658
My Path to Retirement
300 E 39th St.
Kansas City, MO 64111
PHONE NUMBER
Phone: (816) 702-5158
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.
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.