Join Us For a FREE Tax-Savvy Retirement Workshop in Greenville
The Learning Lab
“Authentic, Educational Retirement Resources – Brought To You”
New for 2022! March 29 & 31 – 6:00 pm
Greenville North Carolina Convention Center 303 Greenville Blvd SW, Greenville, NC 27834 Note: Registration Is Required for This Event
Who Should Attend?
New for 2022! If you’re nearing retirement or already retired, it’s important to understand how taxes impact your income, as it may be possible for you to pay fewer taxes on your hard-earned dollars. Our workshop will equip you with up-to-date and comprehensive information regarding Retirement Taxation and Social Security. Learn ways to harvest Tax Efficient Income from sources such as Social Security, 401(k), 403(b), IRA, and Pension Plans. At this Educational Workshop we will discuss:
- Updated for 2022!
- Mistaken beliefs about taxes that may limit your Retirement Income.
- Eye-opening Strategies that may Save Taxes on your Social Security Income.
- Utilizing Tax Deductions and Credits to help you Pay Less to the IRS.
- Taking Retirement Account withdrawals at the right time may reduce your taxes.
- Strategies to help you develop a Winning Approach to Tax Savings.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain, and profit from the information covered! Leave your wallet at home, no products will be offered or sold!
This presentation does not take into account your particular investment objectives, financial situation, or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Hypothetical illustration for presentation purposes only. Actual investment experience will vary with stock selection and changing market conditions.
Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Yarbrough & Associates, Inc are independent of each other.
Clyde Trace Yarbrough III and/or Yarbrough & Associates, Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investments. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long-term care insurance.