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Tax Planning Seminar

Hyatt House The Woodlands / Shenandoah 18645 Residence Drive, Shenandoah

Taxes could be one of your biggest expenses in retirement. Learn tax filing strategies designed to help you save money in retirement. This presentation will cover: Recent changes in tax policy The Four Tax Buckets in retirement Strategies for tax savings · RPOA’s 3 Guiding Principles for income in retirement  

Social Security Workshop

The Royal Sonesta Houston Galleria 2222 W Loop S, Houston

Navigate the complexities of Social Security. In this presentation, we cover: Social Security fundamentals. Strategies for optimizing benefits tailored to your individual circumstances. Q&A session to address specific concerns.