Tax Clarity Workshop / Legacy Wealth Advisors 314-641-1010 on 3/10/2020 @ 6PM
Have you ever wondered why year after year your tax bill continues to get higher? Like you, many people work with accountants, insurance professionals, and financial advisors and the communication between them is horrible at best. They tend say things like; “go ask your accountant.” Often times, these professionals blame one another saying it’s other persons fault but you are still left with paying the taxes.
Unfortunately, in my opinion, my profession and industry (accountants, insurance people, and/or financial advisors) has done a poor job serving families. You deserve better. Typically, advisors focus solely on the investments and I believe the investments are the least important part of your financial plan.
I believe that taxes are the #1 cause for eroding wealth. You have worked hard your entire life to save and accumulate enough money just to get to retirement. Doesn't make sense to have a strategy to help you get through retirement and help you keep your hard earned savings from unnecessary taxes.
This workshop is designed to teach you about the recent changes in the tax code and strategies that you could use to potentially eliminate your taxes in retirement.
There is no cost to attend but we require all attendees to be within 5 years of retirement or already retired with at least $250,000 in investable assets.
***All reservations will be called and emailed to verify confirmation. Please sign up with the best number and the best email for my office to confirm your seat. Space is very limited***
***This workshop is not for insurance or financial professionals***