* This is a past event
Retirement Planning Seminar
The Keg - Desert Ridge
21001 North Tatum Boulevard, Phoenix, Arizona, United States, 85050
A Complimentary Informational Dinner Event for Those at or Nearing Retirement
Planning for retirement today is more complex than ever. Shifting tax laws, market uncertainty, inflation, and evolving retirement rules can all impact the lifestyle you’ve worked so hard to build.
At this exclusive workshop, you’ll gain clear, actionable insights designed to help you make smarter, more confident decisions about your financial future.
What You’ll Learn:
- Learn how taxes in retirement are calculated, and the ways you may be able to reduce your taxes and keep more of your hard-earned savings.
- Discover why the most popular retirement savings vehicles (IRAs and 401(k)s) may be the least tax-efficient accounts to use in your retirement.
- Find out how the current administrations tax changes could cause you to change your retirement plans.
- Understand how to leverage the tax benefits of Social Security (one of the most commonly overlooked claiming strategies).
Understanding Key Retirement Strategies To Secure our Financial Future
This workshop gives you the chance to get a fresh, second opinion on your strategy—and the confidence that comes with knowing you’re prepared.
Event Details & Policies
Thank you for your interest in attending a complimentary dinner event hosted by Strategy Financial Group. Our events are designed specifically for individuals age 50+ that are at or approaching retirement who want objective, easy-to-understand education in a relaxed, welcoming environment.
To help ensure a great experience for all guests, please review the following guidelines:
Attendance Policy
To keep events accessible and fair, attendance is limited to one complimentary dinner workshop per household.
No financial professionals or insurance agents, please.
Late Arrival Policy
To avoid disruptions, guests arriving after 6:15 PM will not be admitted. Please plan to arrive 10–15 minutes early for check-in and seating.
The content is provided for information purposes only, and is not intended to serve as the basis for financial decisions. Strategy Financial Group is not affiliated with the Social Security Administration, or any governmental agency. Strategy Financial Group does not offer specific legal or tax advice. Please consult with your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC. Event coordinated by Strategy Marketing Group. General public welcome. For first-time attendees only. No financial professionals or insurance agents, please!