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Tax Planning Strategies

July 20, 2017 @ 6:00 pm - 7:00 pm

Transitioning into Retirement Seminars

Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about:

  • How can I optimize my Social Security benefits?
  • How can I make my savings last?
  • What estate-planning documents do I need?
  • What do I need to know about investment planning?
  • How can I minimize taxes?


 Tax Planning Strategies                                                                                          

  Presented by: Frank Oliver III                                                                              

Simply selecting an investment without a solid plan can be disastrous. That’s why it’s best to first outline your family dynamics, retirement horizons, dreams, budget, income needs, Social Security timing and an entire host of retirement needs before choosing an investment and tax-planning strategy. A comprehensive plan for retirement must incorporate income and estate-tax planning to protect one’s hard earned money from the many tax traps that exist. These tax traps can lead to the unfortunate erosion of your retirement accounts for yourself and your heirs.

Seating is Limited!

To RSVP please call 800-854-3351 or email [email protected]


Wealth Management Center
1729 Terry Street
Longmont, CO 80501 United States
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