Welcome to this exclusive seminar, designed with corporate employees and retirees in mind! As you approach pivotal milestones in your professional journey, there's an increasing need to understand the complexities of financial planning, especially as it pertains to tax planning. With shifts in the economic climate and evolving regulations, it's paramount to stay informed and make decisions that preserve your hard-earned assets. Please reach out at 800-900-5867 or info@theretirementgroup.com with any questions. Seating is limited, so register today! If seating does fill up we promise to reach out to you regarding any future events in your area.
Upon registering, your seat will only be confirmed after discussing your food order and any dietary restrictions with us. Please contact us at 800-900-5867 to finalize your food order or address any questions. Seating is limited, so register today! If the event reaches capacity, we will notify you about future events in your area.
Location: Saltgrass Steak House - 4511 W Loop 250 N, Midland, TX 79707
Date: Wednesday, June 18th, 2025
Time: 6:00 PM CDT
In this presentation, you'll learn:
How and when to convert pretax retirement money to Roth.
Tax efficient gifting strategies for retirement accounts.
Tyson Mavar RICP® - SVP, Financial Advisor at Wealth Enhancement
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability to provide financial independence.
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