Taxes in Retirement
Ahwatukee Community Swim, Tennis & Event Center
4700 East Warner Road, Phoenix, Arizona, United States, 85044
An Informational 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 a single piece of legislation changed 401(k)s and IRAs and what it could mean for retirement.
- Find out who the winners and losers are with tax reform.
- Learn which steps to take to help make sure Uncle Sam gets as little as possible
- Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts you own when you retire.
Is Your Retirement Plan Truly Ready for the 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
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!