LEARN THREE STEPS TO TAKNOW TO HELP SHELTER YOUR RETIREMENT FROM A POSSIBLE TAX STORM

Attend this COMPLIMENTARY event and...

This event will answer your most pressing questions!

Join Us For A Brand-New, Must-Attend In-Person Event

Learn 3 steps you can take now to help keep your money in your family (NOT with the government)

See why you may be in a higher tax bracket in retirement (and why it could get worse in the near future)

Discover the three primary reasons a tax storm may be approaching (massive COVID spending is one)

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Find out how you may be able to leverage today's historically low tax rates before it's too late

Want to learn action steps to avoid losing thousands in the coming years?

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Your Local Certified Financial Planner is hosting a powerful Retirement Workshop

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David R. Faulkner, CFP®, RICP®

Meet your Host:

972-931-3700   •   info@spectrumadvisors.net   •   15301 Spectrum Dr., #115, Addison, TX 75001

Discover how you can convert a 401K from taxable to tax-free to help you keep more of your hard-earned money.

Learn how people are often caught off-guard when they see their tax bracket after retiring.

Find out steps you can take to help guard against potentially higher taxes in response to the pandemic’s economic fallout.

Uncover why the US National Debt may take center stage in the national conversation over taxes.

Learn 3 action steps you can take now to help ensure your money stays in the hands of your family (NOT the government)

Find out the reasons why many retirees end up in a higher tax bracket in retirement, and how it could get worse in the coming years.

Discover why the massive spending in wake of the pandemic is just ONE of THREE main reasons that taxes will likely rise.

Identify ways you can leverage historically low tax brackets while they are still available.

Retirement Tax Storm - retirementtaxstorm.com - ©2021 l  Privacy Policy & Terms of Use
This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by the venue's ownership. This presentation is provided for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. All individuals are encouraged to seek the guidance of a qualified tax professional. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm or its representatives is stated or implied. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including auto-dialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.
Investment Advisory Services Offered Through Spectrum Advisors, Inc., an RIA. 2/21-1503851C

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This may be the best chance for retirees and pre-retirees to take steps to help protect themselves and avoid the potential tax storm.  Essentially, you could say taxes are “on sale”.

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“There are only two guarantees in life - death and taxes.”
- Benjamin Franklin - 

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Seating is limited and reservations are required!

This is a complimentary event, nothing will be sold.

EVENT DETAILS

Craig Ranch Fitness and Spa Center
7910 Collin McKinney Pkwy.
McKinney, TX 75070

Wed., Oct 27th
6:00pm

Thu., Oct 28th
6:00pm

-or-

Author of 'The 5 Star Route to Your Remarkable Retirement', David is a highly recognized CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional, who has helped hundreds of clients over the past 20 years navigate the uncertainty of planning for retirement.  He is a member of Ed Slott's Elite IRA Advisor Group, an exclusive network of advisors with expertise in working with IRAs and taxes. He is also an educational speaker and contributing author for Kiplinger Personal Finance.  He has been recognized several times as a Five Star Wealth Manager and nominated several times by fellow financial planners in D Magazine’s Best Financial Planner's list.  He resides in Frisco with his wife and 3 boys.

Partner | Financial Advisor