JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary educational event

TAX-SAVVY RETIREMENT STRATEGIES

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Tue Feb 11
Cuyahoga Community College, Westshore Campus - Room SLT-222
6:30pm Eastern - 31001 Clemens Road Westlake, OH 44145
This Event Is Full This Event Has Already Taken Place
Thu Feb 13
Cuyahoga Community College, Westshore Campus - Room SLT-222
6:30pm Eastern - 31001 Clemens Road Westlake, OH 44145
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Determine how the new tax law changes might shape your financial future and how much your taxes will go up January 1st, 2026.
  • The SECURE Act of 2022, and how it could potentially turn your inherited IRA into a tax burden.
  • Learn how to minimize the effects of these laws on your heirs.
  • Learn how President Trump’s new tax agenda will effect your retirement and what you can do about it.
  • Determining which account(s) to begin withdrawals for retirement income
  • How Social Security income is taxed and ways for you to potentially keep more
  • Tools and strategies available to help develop a tax-free retirement strategy
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Featured Speaker

Scott Searles

Your host for this workshop will be Scott Searles is President of Skybox Financial Group. He has 30 years of experience providing financial advice and portfolio management services as a fiduciary. Scott has extensive experience in serving individuals who are currently retired as well as those who are planning for retirement. He strongly believes in getting to know his clients and developing customized strategies to cover all aspects of their financial lives. He advises his clients with respect to issues such as proactive asset allocation, tax minimization strategies, social security maximization, risk management and retirement income planning.

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Skybox Financial Group, a registered investment advisor. This is tax education and not tax advice. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the venue. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venue and its employees.