JOIN US FOR A COMPLIMENTARY DINNER EVENT

How to Reduce Your Taxes & Properly Use Your Assets In Retirement

Topeka Civic Theatre
January 19th
5:30PM
Topeka Civic Theatre
January 20th
5:30PM
Reserve by Phone
And use the RSVP Code 377044

This event may fill up fast—guarantee your reservation now!

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How to Reduce Your Taxes & Properly Use Your Assets In Retirement

If You Own Annuities, Mutual Funds, Stocks, Bonds, Money Market Accounts, A TSP, 401k, 403B, 457,or an IRA You Don't Want To Miss These Special Dinner Events.

Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it's too late. Join a locally trusted and nationally published retirement specialist for a program crafted specially for retirees and those nearing retirement.

Important topics we'll discuss:

Strategies on how to use your retirement assets

Ideas on how to establish different types of accounts to help control your tax bracket

Why it is important to have a tax planner and not just a tax preparer

Strategies to maximize your Required Minimum Distributions (RMDs)

The estate, tax, and health risks associated with being a surviving spouse

Bring your questions for our open forum…All financial questions are welcome

Carl Carson, CEO & Founder

Carl Carlson brings over 25 years of experience in the financial industry, with 9 years of experience in financial planning and wealth management. He holds a bachelor’s degree in finance from the University of Houston, graduating Summa Cum Laude. Carl has earned his Chartered Life Underwriter (CLU) and is a current Investment Advisory Representative. Carl makes it his personal mission to help pre-retirees and retirees maximize their desired income while protecting and preserving their money. Carl and his wife, Kay Lyn, have been married for over 30 years and have 3 children. Their oldest daughter Emily is a graduate of Kansas State University with a Major in Psychology. Anna, their middle daughter serves as the Client Relations Specialist for Carlson Financial & their son Ethan just graduated from Pace University in New York City with a major in Musical Theatre.

Reserve by Phone
And use the RSVP Code 377044

There is absolutely no cost or obligation to attend. Nothing will be sold or offered for purchase at these events.

Dinner Location

  • Topeka Civic Theatre & Academy
  • 3028 Southwest 8th Avenue
    Topeka, KS 66606
  • January 19th OR January 20th