This no-cost tax- workshop will teach you

Why is retirement tax planning critical for even middle-income Baby Boomers?

For most of us, retirement is the first time we’ll have to choose where our income comes from
Here are some of the things you’ll learn about making choices that may reduce taxes in retirement.

SEATING IS LIMITED. RESERVATIONS ARE REQUIRED.

“This tax-saving event has been our most popular workshop!”

maria@shepherdwealthsolutions.com • 225-791-7011 • 15415 Greenwell Springs Rd., Central, LA 70739

Reserve your seat now.

This is a limited time offer. Sign up while there are still empty seats!

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Registration is required.

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Meet your Hosts:

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Whether you’ve saved $100K or $2M for retirement, tax reform has opened a unique window of opportunity that could save you tens-of-thousands (or more) on taxes in retirement. 

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Want to find out how you can potentially leverage these opportunities for the maximum benefit? This no-cost educational class is designed to help you gain the insight that could make a huge difference in your retirement!

Wednesday, April 21st • 6:00pm
-or-
Wednesday, April 28th • 6:00pm

Location:
Ruffino's Italian Restaurant
18811 Highland Rd.,
Baton Rouge, LA 70809

Find out why now may be the right time for you to consider a Roth IRA conversion

Understand exactly what changed with the biggest changes to the tax code in over 30 years

Find out how the SECURE Act has changed legacy planning for IRA owners

Learn about the IRA alternative that could help pay for healthcare AND lower your taxes

Learn why the new SECURE Act makes taking advantage of lower tax brackets more important than ever before.

Gain more control over your savings and give less to the IRS

HOW YOU COULD SAVE ON TAXES AND

WHAT YOU MUST KNOW ABOUT THE

BIGGEST RETIREMENT CHANGES IN OVER A DECADE!

HOW YOU COULD SAVE ON TAXES AND WHAT YOU MUST KNOW ABOUT THE

David Shepherd

David Shepherd has been educating pre-retirees and retirees of Louisiana since 1982. He has a talent for taking complicated financial issues and breaking them down into easy-to-understand concepts. Through the years, whether in workshops, seminars, or personalized meetings, David has helped thousands of people reach a better understanding of the financial issues they face in retirement. Providing individuals with not only a better understanding of today’s challenges but also real-world solutions to these issues allows his audience to make informed choices about their retirement. Away from the office, David enjoys spending time with his family, especially his grandchildren. He also enjoys working and fishing on his property in Greenwell Springs, Louisiana.

Travis Shepherd is passionate about his clients’ financial education and the difference it can make in retirement. Since 2007, he has been informing pre-retirees and retirees of real-world truths so that they can be more aware of today’s financial challenges. His goal is to help his clients make more informed decisions before and during retirement. Away from the office, Travis enjoys spending time with his family, cooking, traveling, and fishing.

Travis Shepherd

©Smart Retirement Tax 2021 | Privacy Policy
This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.  Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 
By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.
Travis Shepherd is an Investment Advisor Representative of Shepherd’s Advisory Group, LLC, a Investment Advisor Representative. This presentation and the presenters are not affiliated with, nor endorsed by, the Social Security Administration or any other government agency and do not provide legal or tax advice. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular circumstances. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, you may be provided with information about insurance products, including annuities, offered through David Shepherd and Travis Shepherd. LA Insurance License #94255 and #468917.

Complimentary Gourmet Meal

Join us for this must-attend LIVE in-person workshop for Baton Rouge residents!

Your health and safety is our TOP priority!

Seating is limited as we will abide by all local, state, and federal guidelines for social distancing.