Retirement 
MasterClass

SPECIAL DINNER INVITATION
RETIREMENT MASTERCLASS PRESENTS

Critical Tax Planning Strategies for Retirement at Washington Crossing Inn

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime. We know that retirement isn't just about your money, it's about your life!

REGISTER NOW

Tuesday, October 5th at 6:00 PM
Washington Crossing Inn
1295 General Washington Memorial Blvd
Washington Crossing, PA 18977
Wednesday, October 13th at 6:00 PM
Washington Crossing Inn
1295 General Washington Memorial Blvd
Washington Crossing, PA 18977

REGISTER NOW

Tuesday, October 5th at 6:00 PM
Washington Crossing Inn
1295 General Washington Memorial Blvd
Washington Crossing, PA 18977
Wednesday, October 13th at 6:00 PM
Washington Crossing Inn
1295 General Washington Memorial Blvd
Washington Crossing, PA 18977

AT THIS EDUCATIONAL EVENT, WE WILL BE COVERING....

  Tax Planning: Discover strategies to help reduce your taxes by setting up tax-efficient income funnels through the new tax laws
  IRAs: How to take money our of your IRA tax-free through little known strategies
  RMD's: Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail
  Tax Legislation: Learn how to use the SECURE Act and the CARES ACT to your advantage
  Avoid Mistakes: Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

ABOUT YOUR HOSTS

Thrive Financial Services is dedicated to empowering and educating those in our communities about the importance of understanding all of the puzzle pieces that need to be put together to have a secure retirement. 

Over the last two years, Thrive has hosted over 100 FREE education events in the areas surrounding our offices in PA and NJ. Our team of retirement planning experts understand just how complex your life and financial situations can be, and we are here to help you continue your financial education. This is an education only event and no products will be offered.

What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of the masterclass. We will never sell your information!
Who are the presenters of the masterclass?
Our presenters are from your area and live in your city. They are professionals and have likely been educating local residents for years if not decades on planning for retirement. They often have a private planning practice and can be a financial advisor or other retirement planning professional.
How much does a masterclass cost?
All of our masterclasses are hosted for the public at no-cost!
Why does the presenter teach at no cost?
The masterclass is an event focused on community education. The presenter is given a chance to educate their community, often they find there are locals who are nearing retirement who may need help with their retirement planning in one way or another. Your attendance to any of our seminars in no way obligates you to engage the presenter in any service.
Is this the masterclass for me?
If you are between the ages of 57 and 75 and are nearing retirement or are currently retired, the course will have material to appeal to various situations.
How long is the class?
Our masterclasses typically end 1.5 hours after the posted start time.
Is Retirement Masterclass associated with the IRS, SSA or any other government organization?
No, we are an independent entity. 

Retirement MasterClass | Copyright ©2021 | All Rights Reserved
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. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event are not affiliated with the Social Security Administration or any other governmental organization.