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!”

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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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. 

RSVP TODAY

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!

Thursday, February 25th
10:30am -or- 6:30pm

Location:
Columbia Metropolitan Convention Center
1101 Lincoln St. • Columbia, SC 29201

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

Meet Your Host:

As an Investment Adviser Representative, Josh has a  fiduciary duty to offer only strategies that are in his clients’ best interest. He enjoys helping clients identify their goals and then creating a plan to help them accomplish those goals, and he is committed to earning their trust by providing the highest level of service.

Josh Bradley

Relations@CapitalCityFP.com • 803-782-0671 • 5111 Trenholm Rd., Columbia, SC 29206

©Smart Retirement Tax 2021 | Privacy Policy
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Investment Advisory Services offered through Integrated Advisors Networks ("IAN"), a Registered Investment Advisor. Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with or under common control of either APW Capital or Integrated Advisors Network.

Join us for this must-attend LIVE in-person workshop for South Carolina 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. 

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