Join Us For a FREE, No-Obligation Estate Planning/Asset Protection Workshop in Des Moines
Vivid Tax Advisory Services
Who Should Attend?
New for 2022! Designed specifically for adults at a stage in life where complex decisions can have a profound impact. This educational class will provide insightful information on Retirement Strategies, Taxes, Estate Planning, Living Trusts, and today’s latest legislation. Estate planning can be an emotionally and financially complex task. It’s important to have a plan in place to make sure the assets you’ve worked hard to accumulate during your lifetime, go to the people or organizations you care about.
It’s critical to take the correct steps necessary to conserve your estate how you truly wish to have it handled, as opposed to in accordance with state laws after you are gone.
- NEW for 2022!
- Do I need a Will? Trust? Powers of Attorney? Health Care Directive?
- How can I avoid the cost and delays of PROBATE?
- How can I reduce Estate Taxes and leave more money to my loved ones?
- How can I protect my assets from the devastation of Nursing Home costs?
- Tax repercussions of losing a spouse
- Why taxes may be the biggest retirement risk you have not planned for
- How can I create tax-free income during retirement?
Vivid Tax’s primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized opinions that are designed to achieve long-term investment results.
Founder Cameron McCarty is a third-generation financial professional and lifelong Iowa resident. He implements the highest level of integrity, work ethic, and professionalism to help retirees succeed, following in his grandfather’s footsteps after he founded Brokers International in 1955. Cameron, as founder and president of Vivid Tax, focuses on helping his clients implement tax-saving strategies to preserve their retirement and safeguard their financial legacy.
As your wealth grows, things don’t get simpler…it can get more complex. The more we have, the more we may be exposed to losing. Because of the long-term nature of retirement, you need to have confidence that your portfolio is ready to weather even the worst of days.
These workshops are strictly educational and do not promote any products. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member . Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC. Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency. West Des Moines Marriott or Courtyard by Marriott Des Moines Ankeny. © 2020 Vivid Tax Advisory Services, LLC. Check the background of our financial professionals on FINRA’s BrokerCheck. Tax services provided are separate from the Securities or Advisory services offered through Brokers International Financial Services, LLC. Vivid Tax Advisory Services, LLC does not offer legal advice. Please consult the appropriate professional regarding your individual circumstance.