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Expiring Tax Rules, Limited Retirement Opportunities Event

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  • Expiring Tax Rules, Limited Retirement Opportunities Event

About The Event

Join us at this event to learn about: • The One, Big Beautiful Bill Act – Could you be overlooking some of the new benefits it can provide you before the rules expire? • Taxes in Retirement – This could be your biggest debt in retirement and how to avoid it. • Voluntary Taxation – Paying taxes on your terms, instead of the IRS’s terms. • Social Security – Claiming strategies that are aligned with maximizing your benefits throughout your retirement years. • Legacy Planning – The Secure Act destroyed the Stretch IRA for your children, steps to take to avoid the tax time bomb.

Event Date

September 1, 2026
6:00 PM
  • Mancy's Italian Grill — 5453 Monroe Street, Toledo, OH 43623
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