Why you should attend our seminar:
If you’re nearing retirement or already retired, you need to understand how taxes impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and tax rules can change year to year, it can be challenging to get accurate and timely information.
Join us at Pueblo Community College for an informational seminar covering taxes in Retirement on Tuesday, October 22 from 6:00-9:00 PM.
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of the all. Using the information from our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
Larry went into business 30 years ago primarily as a business developer and personal consultant. He has assisted several people and companies in designing and growing their own businesses along with developing over 14 of his own, which are still successful and thriving today. These businesses range from communications to the design and development of numerous real estate projects. Today Larry is the primary consultant with Allied Wealth Financial Group, where he consults highly successful individuals and businesses on ways to increase, protect, and distribute wealth. Larry went to college at USC where he received his BSBA. When Larry is not hard at work, he enjoys spending time and traveling with his wife, Cindy.
David Dame joined Allied Wealth Financial Group as a Social Security pundit. His role has expanded to client development and consulting. As a successful business owner for over thirty years, David brings his enthusiasm, customer service and business development skills to Allied Wealth Financial Group. David specializes in retirement income and wealth preservation strategies and has provided services to many families, individuals and business owners. His strength is in the area of retirement and estate planning with the primary goals of continually improving the client’s financial position while protecting their assets. He accomplishes these goals through a blend of financial services that are well defined and personalized to the client’s specific financial needs. David hosts a weekly radio talk show called Financially Tuned where he shares his financial knowledge and creative strategies. As an engaging and life changing public speaker, David has given dozens of community workshops on personal finance, retirement and Social Security planning throughout the state of Colorado. David is anxious to share his knowledge and expertise with those seeking sound and predictable strategies in planning for financial “milestones” and retirement. He helps clients with each step of accumulation, distribution and preservation / transfer of their wealth.
Christian Avila is a Financial Professional offering a unique and specialized approach to creating personalized retirement income plans for each of his clients. With over fifteen years of experience in the Financial Services Industry Christian helps protect his clients from risk and mitigates taxation. Christian has a personalized approach to providing small business owners with the ability to capitalize on their success by designing a retirement income plan to guarantee positive cash flow during challenging times.