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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.
Neither Jacob Serfas nor Copper Creek Financial are affiliated with or endorsed by the Social Security Administration or any government agency.
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
Maximize your Social Security benefits and minimize taxes on SS income.
Understand how new legislation may affect you and your retirement strategy.
Reduce taxes in retirement with proactive planning designed to help minimize current and future tax exposure.
Build a predictable and reliable retirement income that you cannot outlive.
Safeguard your savings from market volatility with approaches designed to help preserve assets during uncertain times.
Protect your legacy and loved ones by avoiding costly Estate Planning mistakes.
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
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 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 20th @ 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
Monday, April 13th @ 6:00 PM
Queen Anne's County Library - Kent Island
200 Library Circle Stevensville, MD 21666
Don't Let Taxes Ruin Your Retirement!
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Reduce Taxes in Retirement
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, April 20th @ 6:00 PM
Deale Library
5940 Deale-Churchton Road Deale, MD 20751
Join us
Thursday, May 14th @ 6:00 PM
Deale Library
5940 Deale-Churchton Road Deale, MD 20751
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Reduce Taxes in Retirement
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, July 13th @ 6:00 PM
Twin Beaches Branch
4100 5th Street
North Beach, MD 20714
Join us
Monday, July 13th @ 6:00 PM
Twin Beaches Branch
4100 5th Street
North Beach, MD 20714
Join us
Monday, July 13th @ 6:00 PM
Edgewater Library
25 Stepneys Lane Edgewater, MD 21037
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Reduce Taxes in Retirement
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, July 13th @ 6:00 PM
Edgewater Library
25 Stepneys Lane Edgewater, MD 21037
What You'll Learn:
Avoid the "Tax Torpedo" that can make up to 85% of your benefits taxable.
Pass more wealth to your heirs by eliminating the "stealth" taxes on inherited IRAs.
How to use Roth Conversions to create a reliable stream of income the IRS can't touch.
Manage forced distributions to stay in a lower bracket and avoid costly Medicare surcharges.
Why the order of your withdrawals is the key to saving thousands in lifetime taxes.
Strategies to lock in today’s lower rates before the tax sunset increases your future bill.