YOUR DTS BROCHURE
If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.
RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT
WE’RE GEARING UP FOR OUR 2025 RETIREMENT WORKSHOPS! KEEP AN EYE OUT FOR UPCOMING DATES SO YOU CAN RSVP.
RSVP FOR OUR DECEMBER
RETIREMENT DINNER WORKSHOPS
AT ZEA ROTISSERIE & BAR!
WE’RE GEARING UP FOR OUR 2025 RETIREMENT WORKSHOPS! KEEP AN EYE OUT FOR UPCOMING DATES SO YOU CAN RSVP.
RSVP FOR OUR DECEMBER
RETIREMENT DINNER WORKSHOPS
AT ZEA ROTISSERIE & BAR!
Don’t let the IRS take more than their fair share! Join us for an educational dinner workshop where we’ll dish out insider tips on how to keep more of your hard-earned money throughout retirement.
ZEA ROTISSERIE & BAR
LAFAYETTE, LA
TUESDAY, DECEMBER 10TH
&
WEDNESDAY, DECEMBER 11TH
Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes [including the new changes] 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 the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.
Join us at the Zea Rotisserie & Bar for an informational seminar covering Taxes In Retirement on December 10 at 6:00 PM – 7:30 PM, or December 11 at 6:00 PM – 7:30 PM.
The 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 them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during the 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.
Don’t let the IRS take more than their fair share! Join us for an educational dinner workshop where we’ll dish out insider tips on how to keep more of your hard-earned money throughout retirement.
Matthew James Tax & Wealth Management is an independent Louisiana holistic financial planning firm. We are committed to helping Louisianans retire successfully and take our clients’ objectives and circumstances very seriously – only assisting with actions that are in their best interests.
The world of financial services is filled with conflicts of interest, obscure disclosures, and an overall lack of transparency, so we believe in creating trust through transparency. As an independent office, we are able to carefully determine investment strategies that suit the stages of your retirement, encompassing the lifestyle you want and deserve to live.
Our Matthew James Tax & Wealth Management Team works diligently to design a fully customized tax and wealth strategy designed for the unique needs of your financial situation.
This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. All attendees must be at least 30 years old.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. John Blanchard and RWA are not affiliated. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Matthew James Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Matthew James Tax & Wealth Management is an independent Louisiana holistic financial planning firm. We are committed to helping Louisianans retire successfully and take our clients’ objectives and circumstances very seriously – only assisting with actions that are in their best interests.
The world of financial services is filled with conflicts of interest, obscure disclosures, and an overall lack of transparency, so we believe in creating trust through transparency. As an independent office, we are able to carefully determine investment strategies that suit the stages of your retirement, encompassing the lifestyle you want and deserve to live.
Our Matthew James Tax & Wealth Management Team works diligently to design a fully customized tax and wealth strategy designed for the unique needs of your financial situation.
This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. All attendees must be at least 30 years old.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. John Blanchard and RWA are not affiliated. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Matthew James Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.
RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT