Calendar of Events

join us

Thursday, February 27, 2020

11:00 A.M. to 12:00 P.M.


6:00 P.M. to 7:00 P.M.


Taxes in Retirement Workshop - Location

The Colonial Club
301 Blankenheim Lane
Sun Prairie, WI 53590
Show Map

Seating is limited. Guarantee your registration today!


Class Summary

Retirement is rated one of life’s most stressful events. Do you have a retirement strategy? According to Forbes, the first stretch of your much anticipated retirement is likely to be the most stressful event of your life.

Taxes are the biggest expense you will have in retirement! Learn how to structure a financial plan that not only focuses on growth but on lowering your overall tax liability. "It’s not how much you make, it’s how much you get to keep!"

Attend this workshop and learn about:

  • New tax reform rules and their potential impact on your retirement

  • Common misconceptions about taxes in retirement

  • Strategies to help protect yourself against the taxation of your Social Security income

  • The changing rules for a retiring generation of baby boomers

  • Tools and strategies available to retirees to help develop a retirement tax strategy

  • How rising taxes may affect your retirement cash flow

  • How lost deductions may affect your taxes in retirement

  • A basic overview of the tax rules as they apply today

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration.  Hosted by Midwest Financial Group. 1806 Seminole Hwy, Madison, WI 53711. (608) 807-4775. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KY, ME, MI, MN, MO, MT, NC, NJ, NV, OH, OR, PA, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Commonwealth Financial Network® does not provide legal or tax advice. Fixed insurance products and services offered through Midwest Financial Group or CES Insurance Agency.