Lunch and Learn: Rising Tax Risk [East Valley]

Join us for our Fullerton Financial Focus Series Event:

📅 Event: Lunch and Learn: Rising Tax Risk

🗓 Date: Thursday, May 7th

🕙 Time: 12:00 PM – 1:00 PM

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