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

On October 12th, 13th, or the 21st from 11:00 AM - 1:00 PM at the Rochester Mills in Downtown Rochester

Lunch Is On Us!

COME LEARN THE FINANCIAL 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 besides a ton of FREE knowledge and value

Rochester Mills Brewery

400 Water St, Rochester, MI 48307

What You'll Learn At This Workshop

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!

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 take advantage of this Goldilocks moment and how Roth Conversions can make your money work harder during retirement.

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.

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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