Limited Seating - 23 Seats Remain!

You're Invited to Attend A FREE Wealth & Tax Management Workshop Designed For Those Nearing or In Retirement

On February 1st or 3rd from 6:00 PM - 7:30 PM at The Meeting House in Downtown Rochester

Join Us For FREE Hors d'Oeuvres!

COME LEARN THE SECRETS TO UNLOCKING YOUR
FULL RETIREMENT POTENTIAL

Feel free to bring anyone who you believe would benefit from this event

Nothing will be sold at this event and there is no minimum asset requirement

The Meeting House

301 S Main St, Rochester, MI 48307

What You'll Learn At The Workshop

How To Develop A Tax Efficient Retirement Plan

One of the biggest mistakes we see people make is when they pay unnecessary taxes during retirement. Incorporating tax efficient strategies into your portfolio is key to pursuing your dream retirement. This workshop is going to show you how to outsmart Uncle Sam and potentially pay as little in taxes as possible during your golden years.

How To Take Advantage Of The Roth IRA Goldilocks Moment

The current market is experiencing what’s called a “Roth IRA Goldilocks Moment”. Understanding how to utilize Roth Conversions in your portfolio could have a massive impact on the lifestyle you’re able to live during retirement. Come learn how you can potentially take advantage of this Goldilocks moment and how Roth Conversions can make your money work harder during retirement.

How To Make Your Social Security TAX-FREE

What you do with your social security benefits could make or break your retirement. Most Americans are unaware of the available strategies they can use to maximize their social security benefits. In this workshop, you’ll learn the secrets to making your social security TAX-FREE so you can retire with confidence!

Reserve Your Seat!

Please fill out the form below to register for the workshop and reserve your seat

Hosted By AQuest Wealth Strategies

DR. JASON VAN DUYN

As president of AQuest Wealth Strategies, Jason Van Duyn has dedicated himself to helping people work toward financial freedom. He started AQuest in the depth of the Great Recession, after witnessing the pain and hardship it cost his clients. His goal was simple: combine his personalized service model with sophisticated platforms. Almost a decade later, he’s helped thousands of clients pursue financial freedom using this approach. 

As Seen On:

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO

AQuest Wealth Strategies 2021. 414 East St, Rochester, MI 48307.

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