Lunch and Learn: Rising Tax Risk [East Valley]

Fullerton Financial Planning

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📅 Event: Rising Tax Risks — How to Safeguard Your Retirement from Tax Increases

đź—“ Date: Tuesday, August 5th

🕙 Time: 12:00 PM – 1:00 PM

📍 Location: Fullerton Financial Planning: 600 E. Rio Salado Pkwy., Suite 102Tempe, AZ 85281

Description: Rising taxes could significantly impact your retirement income—but with the right strategies, you can stay ahead of the curve. Join us for a 1-hour class designed to help you understand today’s tax environment and how to position your retirement assets for long-term protection.

During this session, we’ll cover:

  • How future tax increases could shrink your retirement savings
  • Key strategies to reduce your tax exposure and preserve your wealth
  • How to structure your investments for greater tax efficiency
  • Practical steps you can take now to protect your financial future

This is a must-attend session for anyone looking to maximize retirement income and minimize surprises.

Seats are limited—reserve yours today and take the first step toward a more tax-efficient retirement.

Fullerton Financial Planning

600 East Rio Salado Parkway##102Tempe, AZ 85281
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