Taxes and Retirement
2025-03-06 18:00 - 19:30, 2025-03-08 10:00 - 11:30, 2025-10-16 18:00 - 20:00 (America/Chicago) | 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

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

Controlling Taxes in Retirement
2025-05-15 18:00 - 19:30 | 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!

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Sips & Sweets
2025-11-13 19:00 - 21:00 | Phoenix Office, 202 S Main St STE 202, Broken Arrow, OK, 74012, United States
🎄 Holiday Sips & Sweets 🍷
Join us after the Christmas Tree Lighting on Main Street as we keep the holiday spirit glowing withfestive wines, decadent desserts, and great company. Step into the warmth of our office to mingle, relax, and toastthe season together.
RSVP Today

Taxes, Retirement, and Inflation Educational Workshop
2026-01-29 18:00 - 19:30 | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States
Register for this event to learn how taxes, inflation, and market volatility can impact your retirement. This workshop explores strategies to reduce taxes, protect income, and structure your savings for long‑term stability. You’ll gain practical insights to help maximize retirement income and build a more resilient, tax‑efficient financial plan in today’s changing environment.
This event is by the Rose District Farmers Market

Taxes, Retirement, and Inflation Education Workshop
2026-01-31 10:00 - 11:30 | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States

Taxes, Retirement, and Inflation Education Workshop
2026-04-24 18:00 - 19:30 | Broken Arrow Historical Museum, 400 S Main St, Broken Arrow, OK, 74012, United States
Register for this event to learn how taxes, inflation, and market volatility can impact your retirement. This workshop explores strategies to reduce taxes, protect income, and structure your savings for long‑term stability. You’ll gain practical insights to help maximize retirement income and build a more resilient, tax‑efficient financial plan in today’s changing environment.
