Please join us for a complimentary, educational workshop at Serendipity Labs: Atlas Ideation Studio Room. During our event, you’ll have the opportunity to hear from experienced advisors in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!
We will be discussing strategies to help protect your money & minimize your risks & taxes.
Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?
This complimentary, educational workshop will be on Thursday, January 22nd, 2026 at 11:30 a.m. to 12:30 p.m.
Parking Instructions: Upon arriving at the building’s main entrance on Port City Landing, please enter the on-site parking garage on the right. Park on the first-floor parking labeled “Portside Visitor Parking”. Please bring your parking ticket inside, as a team member will validate your parking for you.
