Debbie Taylor: Keeping the Tax Man Away (DFW)

If you file taxes and forget about it, you could be missing out. Managing your tax bracket now can help minimize what you pay in retirement

By Thrivent Member Network

Date and time

Thursday, May 9 · 6:30 - 8:30pm CDT

Location

Davidson-Gundy Alumni Center

800 West Campbell Road, DGAC 10 Ballroom A Richardson, TX 75080

Agenda

6:30 PM - 7:30 PM

Dinner

Don't worry, we've got dinner covered! Sit, relax and enjoy a delicious Italian meal while you transition from your busy day to hear this inspiring presentation.

7:30 PM - 8:30 PM

Presentation

DEBRA TAYLOR, CPA/PFS™️, JD, CDFA®️ , Founder, Wealth Advisor and Lead Tax Planner of Taylor Financial Group, LLC will help you avoid tax "gotchas". No matter your tax bracket, there are steps you ca...

About this event

2 hours

If taxes are a topic you avoid, this event is for you. It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Join this inspiring and informative dinner to learn to avoid tax "gotchas" at Keeping the Tax Man Away with Debbie Taylor, founder, and lead wealth advisor with Taylor Financial Group.

6:30 PM - Dinner

7:30 PM - Presentation

Brought to you by the Thrivent Member Network - Texas Region. Because we are a purpose-based financial services organization, we will highlight a key partner nonprofit at this event.

Watch Debbie's invitation to you.

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No products will be sold. For additional disclosures see thrivent.com/social. 6037805.1

Frequently asked questions

Is this event open to anyone?

Yes, you do not need to be affiliated with Thrivent or Taylor Financial Group, LLC to attend.

Is this event free?

Yes, the Thrivent Member Network offers free financial education events for the community.

Will I be asked to donate money to the partner nonprofit?

No, this is not a fundraiser. We highlight our nonprofit partners to raise awareness for the great work they do. If you want to donate to the organization, you can talk to the representative at the event.

Organized by

Thrivent Member Network