Retirement Mastery: Tax-Efficient Planning for All 4 Phases Event at The McKimmon Conference and Training Center – October 5, 2024 – My Path to Retirement

Retirement Income Planning Event at NC State – McKimmon Conference and Training Center

Retirement Mastery: Tax-Efficient Planning for All Four Phases

Educational Event Details:

Location: The McKimmon Conference and Training Center at NC State

Date: Saturday, October 5 OR Saturday, October 12

Time: 10:00 AM

Address: 1101 Gorman St.; Raleigh, North Carolina 27606

Seating is limited.
Nothing will be sold and there is no charge to attend!

How Does Tax Planning Change Through the Four Stages of Retirement?

Our Retirement Masterclass is a comprehensive retirement workshop tailored for those aged 50 and up who are ready to take control of their financial future. Unlike traditional retirement planning—which often relies on a stack of statements, a pie chart of investments, and basic Social Security benefits—this workshop dives deep into creating a personalized, tax-efficient retirement plan.

Our Retirement Mastery covers the key pillars of retirement planning, including:

Think taxes will be lower in retirement? Watch out for the Social Security “Tax Torpedo!”
Before retiring, you must know what your “after-tax” retirement savings picture looks like.
Which accounts to spend first in retirement—and why it’s a tax game-changer.
Roth conversions require smart tax planning—here’s what to watch for.
Can you really manage your tax brackets? Let’s find out.
Leaving money to heirs? Don’t forget the tax factor.
The Stretch IRA is gone—what’s next for your beneficiaries?

And much more!

This workshop provides recent retirees and those nearing retirement with the latest insights and actionable strategies, filling the gaps left by conventional financial education.

Space is limited, so fill out the registration form here to reserve your seat today.

Complimentary Educational Event Registration

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.

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About Your Presenter

Tom Thalman, CRPC™, CFP®

Tom has been providing financial advice and planning for nearly 30 years in Raleigh, Durham, Chapel Hill and Wake Forest. He serves professionals in health care, medicine, research, company executives, and attorneys. Tom has always had an abiding interest in educating the community on various financial topics. Consequently, most of his clients were former participants in his workshops. For over 25 years he taught classes to large and small companies, educational venues, and professional organizations around the RTP and the state of North Carolina. His participants appreciate the simple explanations and real-life examples of otherwise difficult financial topics.

Tom has a passion for music such as rock history and jazz. He continues to be an avid and enthusiastic drummer and has been to several clinics taught by professional drummers from various popular bands all over the country.

Tom and his wife, Jan, live in the country in Wake Forest where they enjoy the outdoors maintaining the property, riding bikes, hiking and motorcycling.

Tom holds the Chartered Retirement Counselor CRPC™ and the Certified Financial Planner ® designations.

Do You Still Have Questions?
Call – 919-609-4617

Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Your instructor is Tom Thalman, CRPC™, CFP®. Registered Representative, Securities offered through Colorado Financial Service Corporation Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, NC, AZ, and RI. Investment Advisor Representative, Colorado Financial Service Corporation Inc., a Registered Investment Advisor. Colorado Financial Service Corporation and Turning Point Retirement Associates are separate entities.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.