Coffee Talk: Understanding Tax Changes and How They Impact You

Join us for our Coffee Talk "Understanding Tax Changes and How They Impact You"

📅 Event: Rising Tax Risks — How to Safeguard Your Retirement from Tax Increases

🗓 Date: Wednesday, March 18th

🕙 Time: 10:00am-11:00am

📍 Location: Fullerton Financial Planning: 600 E. Rio Salado Pkwy., Suite 102, Tempe, AZ 85281

Description: Rising taxes could significantly impact your retirement income—but with the right strategies, you can stay ahead of the curve. Join us for a 1-hour class designed to help you understand today’s tax environment and how to position your retirement assets for long-term protection.

During this session, we’ll cover:

• How future tax increases could shrink your retirement savings
• Key strategies to reduce your tax exposure and preserve your wealth
• How to structure your investments for greater tax efficiency
• Practical steps you can take now to protect your financial future

This is a must-attend session for anyone looking to maximize retirement income and minimize surprises.

Seats are limited—reserve yours today and take the first step toward a more tax-efficient retirement.