Taxes in Retirement Masterclass in Houston, TX

* Doors open at 8:30am. Event starts at 9:00am.*

Join us at the Lone Star Flight Museum on Saturday, January 18, at 9:00 AM for a free class on Taxes in Retirement. Stick around for a complimentary museum tour!

Are you on track for retirement? Learn why taxes could become one of your biggest retirement expenses—and how to help minimize them.

✅ Discover where conventional retirement advice breaks down and new methods to maximize income and reduce taxes.

✅ Learn the “Three Buckets Approach” for effective tax planning and avoiding income losses.

✅ Get insights into a strategic withdrawal method for accounts like 401(k)s, IRAs, and Roths to help reduce taxes.

✅ And more!

Don’t delay—knowledge is key to a successful retirement. Register today!

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

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.

Impact! Partners Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact! Partners Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.

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Host or Publisher Summer A. Roberts