Transform your retirement with proven tax strategies during our seminar "Taxes in Retirement"

Discover recent law changes and strategic planning for a secure financial future.

Major Challenges

HIGH TAXES

Many retirees face unexpected tax burdens that reduce their income.

INVESTMENT RISKS

Misunderstandings about risks and returns can lead to financial instability.

HIDDEN FEES

Unseen fees can eat away at your retirement savings.

LONGEVITY RISK

Outliving your savings due to inadequate planning and unexpected expenses.

Why you should attend

1. SAVE ON TAXES

Learn how to save on taxes during retirement through smart strategies.

2. MINIMIZE RISK AND FEES

Discover ways to reduce risks and minimize fees to grow your retirement income.

3. EXPERT GUIDANCE

Get insights from professionals on protecting and growing your retirement savings.

LIMITED SPOTS ARE AVAILABLE

Burgamo Center
4400 Shakertown Rd
Beavercreek, OH 45430

Saragossa Room (Rm 119)

Thursday, May 29
11:00 AM

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Session Topics

TAX PLANNING

Learn strategies to minimize taxes under current laws.

RISK MANAGEMENT

Reduce investment risks while ensuring returns.

FEE REDUCTION

Understand how to avoid excessive fees that affect your savings.

SOCIAL SECURITY

Maximize Social Security benefits with smart planning.

Stephen Calvert

Partner

After working in various planning and management roles for over 35 years, I strongly believe that honesty, a strong work ethic, and careful planning are the three pillars of success in any career and life in general.

As a Financial Advisor, these three pillars are absolutely essential along with consistent, repeatable processes that can adapt to the changing needs of my clients throughout their lifetime. When I start working with a new client, I take the time necessary to understand their financial goals (short term, long term, and everything in between) so we can build a realistic plan to meet those goals. Establishing an agreed upon contact frequency is also important to help my clients stay on track and build a strong working relationship.

A wise person once told me that I should focus on the activities that I can control and have plans to manage through the unexpected. We can't control what the markets do on a daily basis, when a loved one dies, or when various life events happen - but we can have strategies and plans in place to effectively manage through life's Crossroads. I look forward to helping you with that.