* This is a past event
Retirement Workshop presented by Troy Sharpe
Pearl & Vine
26151 Nelson Way, Katy, Texas, United States, 77494
Strategies To Help Reduce Income and Estate Tax on Your IRA, 401(k) And Pension To Help Boost Your Retirement Income Tax-Advantaged and Tax-Saving Strategies Used By Successful and Affluent Families
Please join us on October 2, 2025 at Pearl & Vine in Katy to learn more about how we can assist with your Retirement plans.
Presentation starts at 6 pm, please arrive a little early for complimentary valet parking and to find your seat.
DISCUSSION HIGHLIGHTS INCLUDE:
• Retirement Income Analysis: the 2 biggest reasons you may only be getting half the income you could be. What
are they and when do you want to fix it?
• How you can benefit from the recent tax legislation — Are you benefiting, or is it life as usual?
• How the right investment/tax choices today might save you hundreds of thousands of dollars in retirement. Can
you actually retire tax free? Only you can decide with proper advice.