RESERVE YOUR SEAT NOW!
Learn How to Pursue Financial Freedom in Retirement
If you're nearing or in retirement, this information could potentially save you hundreds of thousands of dollars
Wealth & Tax Management Workshop
Location:
Rochester Hills, MI 48307
Coffee and snacks will be served!
- Learn how to plan for your dream retirement lifestyle
- Unlock the secrets to paying little to no taxes in retirement
- Discover investment strategies that aim to protect your wealth from market drops
- Unlock little-known strategies to maximize your retirement income
- Learn how to pass down your wealth in the most efficient manner
Here's what we'll get into:
-
Taxes
Many retirees unknowingly overpay in taxes, but we'll show you how to reduce your tax bill with strategies like Roth conversions, RMD's, efficient withdrawals, and more! -
Investments
Not sure where to invest for retirement? We'll show you how to build a personalized investment strategy designed to capture market gains while minimizing downside risk. -
Income Strategies
Without a clear income strategy, your might struggle to make your savings last. We'll show you how to maximize your spending power with reliable income streams, Social Security optimization, Medicare premiums, and more! -
Estate Planning
Without a proper estate plan, your assets could be tied up in legal disputes and unnecessary taxes. We'll show you how to preserve your legacy and ensure your wealth is passed on according to your wishes. -
Retirement Roadblocks
We often see investors repeating the same costly mistakes. We'll show you to overcome these roadblocks so they don't ruin your retirement.
Dr. Jason Van Duyn CFP®, ChFC, CLU
Dr. Jason Van Duyn is the founder and president of AQuest Wealth. With over 20 years of experience, he has dedicated himself to helping people pursue financial freedom in retirement. He and his team of seasoned financial advisors, tax planners, and estate strategists have designed this workshop to reveal potential opportunities you may be missing that could transform your life in retirement.
Save your spot before they're all gone!
Securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA & SIPC. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. AQuest Wealth Strategies and LPL Financial do not provide tax advice or legal advice/services. Please consult your tax or legal advisor regarding your specific situation. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc @ 2023 | Privacy Policy