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Taxes in Retirement – Midwest Genealogy Center

Midwest Genealogy Center - Room A 3440 S Lee's Summit Rd, Independence, MO, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Groover Labs

Groover Labs - Classroom A 334 N St. Francis, Wichita, KS, United States

Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting under the new tax code How to align […]

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Taxes in Retirement – Liberty Community Center

Liberty Community Center - Blue Room 1600 S Withers Rd, Liberty, MO, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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Estate & Tax Planning: Surviving Retirement – Liberty Community Center

Liberty Community Center - Blue Room 1600 S Withers Rd, Liberty, MO, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

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Social Security Strategies – Olathe Community Center

Olathe Community Center - Community Room 1205 E Kansas City Rd, Olathe, KS, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Social Security Strategies – Hubbard Arts Center (Derby)

Hubbard Arts Center – Innovation Room 309 N Woodlawn Blvd, Derby, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Social Security Strategies – Hubbard Arts Center (Derby)

Hubbard Arts Center – Innovation Room 309 N Woodlawn Blvd, Derby, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Taxes in Retirement – Merriam Community Center

Merriam Community Center Campbell/Kessler Rooms 6040 Slater St, Merriam, KS, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Cargill Learning Center

Cargill Learning Center - Wetlands Room 5555 W Zoo Blvd, Wichita, KS, United States

Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting under the new tax code How to align […]

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Social Security Strategies – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Maximize Social Security, Minimize Taxes – WSU Hughes Metroplex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, Wichita, KS, United States

Join Market Advisory Group for a social security and tax class to learn: What social security and tax strategies are still available to me? When should I start receiving my social security benefits? How will this decision affect my spousal social security benefits? Survivor benefits for widowed and divorced spouses? Single, married, divorced or widowed, learn ways […]

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The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Butler Community College (Andover Campus)

Butler Community College - Grizzly Den 715 E 13th St, Andover, KS, United States

Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting under the new tax code How to align […]

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