River City Community Center OR Webinar

River City Community Center is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
2842 Old U.S. 231, Lafayette, IN 47909

Join us at River City Community Center on 8/25 for an in-person seminar.
OR
Join us on 7/10 for a live webinar.

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

River City Community Center OR Webinar

River City Community Center is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
2842 Old U.S. 231, Lafayette, IN 47909

Join us at River City Community Center on 7/8 for an in-person seminar.
OR
Join us on 7/10 for a live webinar.

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at River City Community Center for an informational seminar covering Taxes in Retirement on Wednesday, July 8 from 11:00 AM-12:30 PM in Multipurpose Room or for a live interactive webinar on Friday, July 10 from 11:00-11:45 AM .

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any TIR 567 speaker during or after the seminar.

Attend this workshop and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings
  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings
  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Cedar Wealth Partners is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information on Cedar Wealth Partners please visit: https://adviserinfo.sec.gov/ and search for our firm name. Cedar Wealth Partner’s website is for informational purposes only and is not to be construed as an offer or a recommendation to buy or sell a security. Neither the information nor any opinion expressed it so be construed as personalized investment, tax, or legal advice. Cedar Wealth Partners is not affiliated with Taxes in Retirement 567. Cedar Wealth Partners does not guarantee the accuracy or completeness of information provided by Taxes in Retirement 567 or other third parties