Retirement U Luncheon in Manhattan, KS

3011 Anderson Avenue,Manhattan KS 66503

11 June, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Lunch will be provided. Join us for an informative and engaging retirement workshop complete with Complimentary Lunch. This event will provide you with much needed information to help you understand and make informed decisions about retirement taxation, income sources, RMD planning and more. If you are retiring or already retired, this seminar is critical for you. What You Will Learn:• Why taxes may be one of your biggest expenses in retirement and why now is the time to address them. • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them. • How required minimum distributions may increase your tax liability. • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed. • How might rising taxes impact your cash flow throughout your retirement years? • Learn about strategies that may allow you to protect your retirement assets against volatile market conditions. • What is the SECURE Act of 2020 and how could it effect your retirement? • The Tax Cuts and Jobs Act - how it may affect you and your retirement. Who Should Attend?• Those concerned about our financial markets and future tax liabilities. • Baby Boomers looking for guidance based on recent academic research. • Individuals and couples between the ages of 56 and 73. • Investors looking for new perspectives or ideas. Why Now?• It’s a good idea to address taxes while they are at historically low rates. • Global market instability and record national debt necessitates action. • Recent research indicates a different approach to retirement planning could be beneficial. • You only get one shot at retirement. Make it count. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. PRESIDENT / CEO TGW Wealth Management Thad Wellshear, owner of TGW Wealth Management has been in the insurance and financial services industry since 2003. His background includes experience in social security planning, insurance, asset preservation, income and retirement planning. He is extremely passionate about his career and strives for the highest level of integrity and client satisfaction. Thad’s objective is for each client to have a plan and course of action that brings them financial confidence and peace of mind. He believes in an extensive discovery process to establish goals, prioritize concerns and provide an individualized financial plan for each client. His planning techniques have assisted his clients in maximizing yield with no market risk, reducing taxes, protecting assets from long term care costs and avoiding probate. His success can be attributed to his ability to educate his clients, assist them in clarifying their financial goals, implementing a plan of action and providing consistent, ongoing client services. He is committed to helping his clients navigate today’s often challenging financial environments. Thad is an active member of the Topeka Chamber of Commerce, Manhattan Chamber of Commerce, Salina Chamber of Commerce, the Better Business Bureau and the National Ethics Association. Thad is a native of Kansas. His wife Amy helps keep his business organized and he has two children, Kirsten and Kaleb. Thad is an avid sports fan and enjoys spending his leisure time hunting, fishing and golfing.