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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Copper Creek Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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ABOUT YOUR HOST
Jacob Serfas
At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
To register for our Thursday, June 22nd event please click the button below!
We are also hosting an event on Thursday, November 9th. To see the details for the event, click the button below!
What You'll Learn:
Join us
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS
Strategies to lock in today’s lower rates before the 2026 tax sunset increases your bill.
Pass more wealth to your heirs by eliminating the "stealth" taxes on inherited IRAs.
Why the order of your withdrawals is the key to saving thousands in lifetime taxes.
Manage forced distributions to stay in a lower bracket and avoid costly Medicare surcharges.
How to use Roth Conversions to create a reliable stream of income the IRS can't touch.
Avoid the "Tax Torpedo" that can make up to 85% of your benefits taxable.
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Tuesday, September 9th @ 6:00 PM
Odenton Library
1325 Annapolis Road, Odenton, MD 21113
Tuesday, September 9th @ 6:00 PM
Phone: 443-370-2005
Email: Kim@coppercreekfinancial.com
Website: coppercreekfinancial.com
BONUS: Attendees will be eligible for a complimnetary copy of Jacobs book Permission to Spend: What to do When Your Paycheck Stops and Retirement Begins
Odenton Library
1325 Annapolis Road, Odenton, MD 21113
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Tuesday, September 9th @ 6:00 PM
Severna Park Library
45 West McKinsey Road
Severna Park, MD 21146
Join us
Tuesday, September 9th @ 6:00 PM
Severna Park Library
45 West McKinsey Road
Severna Park, MD 21146
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, April 13th @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
Queen Anne's County Library - Kent Island
200 Library Circle Stevensville, MD 21666
Don't Let Taxes Ruin Your Retirement!
BONUS!
Attendees may be eligible to receive a complimentary copy of Jacob's book: Permission to Spend What to Do When Your Paycheck Stops and Retirement Begins
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Thursday, May 7th @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
South Bowie Branch Library
15301 Hall Road Bowie, MD 20721
Don't Let Taxes Ruin Your Retirement!
Tuesday, May 5th @ 6:00 PM
South Bowie Branch Library
15301 Hall Road Bowie, MD 20721
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, June 8th @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
Don't Let Taxes Ruin Your Retirement!
1681 Riedel Road
Crofton, MD 21114
Crofton Library
Join us
Monday, June 8th @ 6:00 PM
200 Library Circle Stevensville, MD 21666
Queen Anne’s County Library - Kent Island Branch
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, June 8th @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
Don't Let Taxes Ruin Your Retirement!
200 Library Circle
Stevensville, MD 21666
Queen Anne’s County Library - Kent Island Branch