We are also hosting an event on Wednesday, September 6th. To see the details for the event, click the button below!
Don't Let Taxes Ruin Your Retirement!
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
What You'll Learn:
Explore Social Security claiming strategies for maximum benefit
Identify common risks to retirement income—and learn how to protect yourself
Learn how to budget for healthcare, inflation, and lifestyle needs
Understand how to make your money last—no matter how long you live
Minimize taxes with smart withdrawal and asset allocation strategies
Discover how to turn your savings into reliable retirement income
Focused On People, Not Profits...
Phone: 443-370-2005
Email: Kim@coppercreekfinancial.com
Website: coppercreekfinancial.com
Tax Wise All Rights Reserved. ® 2026
TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Jacob Serfas nor Copper Creek Financial is 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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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.
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.
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
Join us
Wednesday, June 10th @ 6:00 PM
Calvert Library Twin Beaches Branch
4100 5th St,
North Beach, MD 20714
Wednesday, June 10th @ 6:00 PM
Calvert Library Twin Beaches Branch
4100 5th St,
North Beach, MD 20714
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
Calvert Library Fairview Branch
8120 Southern Maryland Blvd, Owings, MD 20736
Calvert Library Fairview Branch
8120 Southern Maryland Blvd, Owings, MD 20736
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!
Join us
Wednesday, June 10th @ 6:00 PM
Calvert Library Twin Beaches Branch
4100 5th St,
North Beach, MD 20714
Severna Park Library
45 W McKinsey Road Severna Park, MD 21146
Don't Let Taxes Ruin Your Retirement!
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Wednesday, June 10th @ 6:00 PM
Calvert Library Twin Beaches Branch
4100 5th St,
North Beach, MD 20714
Severna Park Library
45 W 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!
What You'll Learn:
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.