Brookdale Community College 
Lincroft Campus

765 Newman Springs Rd.
Lincroft, NJ 07738

Enter Your Details Below To Reserve Your Seat Today

Tuesday, May 17th
1:00pm

Wednesday, May 18th
6:00pm

-OR-

Taxes can easily be one of your biggest expenses in retirement.

At this event, you’ll examine the tax pluses and minuses of IRAs, Roth IRAs, 401ks, pension plans and Social Security. 

Then, you’ll have more knowledge to understand how to find the right balance of financial vehicles to potentially reduce taxes on your income and avoid tax penalties.

YOUR RETIREMENT & TAXES

Local financial advisor shows NEW JERSEY residents how they can enjoy a potentially tax-free retirement. 

In This No Obligation “Your Retirement and Taxes” Class, You Will Discover:

•   The Four Buckets approach to tax planning

•   Should you convert to a Roth IRA? Find out here.

•   Breaking down common financial vehicles and how they are taxed differently

•   Tax-friendly ways to withdraw your retirement income

•   How taxes can affect retirement income, Social Security and your surviving spouse

•   What estate taxes could look like for you and how they may impact your family's inheritance

•   How you can reduce or potentially avoid any unnecessary taxes

•   The latest facts and figures based on the latest tax laws

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ATTN: NEW JERSEY Residents who own a 401k, IRA, 457, or 403b account

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COMPLIMENTARY LIVE EVENT 

Register Your Seat At This  Event To Learn More - Limited Spots Available!

Brookdale Community College - Lincroft Campus
765 Newman Springs Rd.
Lincroft, NJ 07738

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Limited Seats Available, RSVP Today To Secure Yours

EVENT DATES & TIMES

Tuesday, May 17th 
1:00pm
Wednesday, May 18th 
6:00pm

EVENT LOCATION

Meet Your Instructor

Kathy Nolan

Kathleen Nolan, CRPC®, is the president and founder of Family Focus Financial Group, which she started in 2007 with her son, Sean. Over the past 40 years, Kathy has dedicated herself to helping others write the next chapter of their lives by guiding individuals and families toward a financial plan that matches their personal and family values. By creating retirement strategies that are straightforward, tailored to clients’ individual needs and designed to help provide them with lifetime income in retirement, Kathy and her team help retirees and pre-retirees achieve the independent retirements they deserve.

Kathy is a Chartered Retirement Planning Counselor® and maintains her insurance practice and Investment Adviser Representative with AE Wealth Management. She has been published and quoted in Kiplinger, Newsweek and The Wall Street Journal.

Kathy has always been especially passionate about empowering other women to become engaged in their financial lives. She also hosts informational seminars at local universities, where she shares retirement planning tips with members of her community.

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© 2022 Retirement Elevated | Privacy Policy & Terms of Use
The instructor is an investment adviser representative, insurance professional and the firm is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
This is an educational class and no specific investments or other financial vehicles will be promoted or sold at the class. However, an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered for purchase based on each personal situation. Investing involves risk, including the loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  This event is not sponsored by or in any way affiliated with the venue where the event is being held.  This site is not 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. 
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with an estate planning attorney, tax attorney, and/or CPA.

Family Focus Financial Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Family Focus Financial Group are not affiliated companies.