Phoenix Financial Group

Controlling Taxes in Retirement
2025-05-15 18:00 - 19:30 (America/Chicago) | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States
Do you have a retirement tax strategy in place? Don’t miss this information-packed event!
By attending this event, you will walk away having learned the following outcomes:

What’s new and changing for taxes and Social Security in 2025.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs and situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

Register Now

Wine, Wisdom & Wealth
2025-03-20 18:00 - 19:30 | Main Street Loft, 202 S Main St, Broken Arrow, OK, 74014, United States
Grab a girlfriend and join us for dinner – it’s on us!
You and your guest are cordially invited to join us at one of our upcoming complimentary financial events – held exclusively for women who are at or near retirement – at Main Street Loft! Seating is limited, so please reserve your spot now by clicking the button below!
Suzanne will discuss how you can:

Empower yourself with the knowledge needed to make informed financial decisions.
Explore strategies specifically designed for women approaching retirement.
Learn how to align your financial goals with your values, ensuring that your approach to money reflects your personal aspirations and priorities.
Understand how to optimize retirement income, manage cash flow effectively, and leave a lasting legacy.
Discover ways to eliminate or reduce potential threats, providing you with financial independence and peace of mind for yourself and your loved ones.

Register Now

Taxes and Retirement
2025-03-08 10:00 - 11:30, 2025-03-06 18:00 - 19:30 | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States
Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy?
By attending this event, you will walk away having learned the following outcomes:

Retirement Taxation
Harvesting Income Sources
New Tax Reform Bills
How to Plan for Retirement

Register Now

Taxes in Retirement
2024-10-12 10:30 - 12:00, 2024-10-10 18:30 - 20:00 | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States
Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy?
By attending this event, you will walk away having learned the following outcomes:

Retirement Taxation
Harvesting Income Sources
New Tax Reform Bills
How to Plan for Retirement

Taxes and Retirement
2024-08-24 10:30 - 12:00, 2024-08-22 18:30 - 20:00 | Indian Nations Conference Room, 1005 South Main Street, Broken Arrow, OK, 74012, United States
Retirement is often considered one of life’s most challenging transitions. Have you thought about your retirement tax plan? Do you understand the role of a Medicare trust? If you’re interested in learning more about how taxes can affect your retirement income, this workshop is designed for you. Join us for an informative session to explore strategies for optimizing your retirement finances and securing your future.

Register Now

Risen from the Ashes with Suzanne Porske
2024-06-27 11:30 - 13:00 | Central on Main, 210 N. Main St. Suite C, Broken Arrow, OK, 74012, United States
Join us for an inspiring luncheon in our Successful Women’s Series, featuring Suzanne Porske. Suzanne will share her powerful journey of fleeing a 25-year marriage, battling stolen identity, and reclaiming her life after her assets were seized. Her story of resilience and renewal is a testament to the strength of the human spirit. Don’t miss this opportunity to hear Suzanne’s transformative experience, her calling to help others, and be inspired by her courage to start over.

Register Now

Customer Appreciation Event
2023-03-07 18:00 - 20:00 | Main Street Loft, 202 S Main St, Broken Arrow, OK, 74014, United States
We’re throwing a party just for you, our valued clients, and we’d love it if you could join us for a night of dinner, fun and festivities.
Bring a friend or a plus one, the more the merrier! We promise a relaxed and laid-back vibe. We can’t wait to celebrate and honor you in style, so mark your calendar and come party with us!
Or this…. We cordially invite you, our esteemed client, to an evening of celebration and gratitude in your honor. We would be delighted if you could join us for this occasion, and you are more than welcome to bring a guest along to share in the experience. The evening will be casual in nature, dinner and an opportunity for relaxed social interaction and fun. We value your patronage and look forward to expressing our sincere appreciation for your continued support.
Or this…. What to expect: Nice dinner, dessert, open bar and entertainment. Please bring a guest as we celebrate and honor you, our valued client. The night is casual dress.

VIDEO RECAP OF EVENT
