EVENTS

RSVP & JOIN US FOR OUR UPCOMING LIBRARY & DINNER WORKSHOPS

Miss our most recent workshops? Take our three-minute questionnaire and receive your complimentary Retirement Financial Plan:

WHAT YOU'LL LEARN

Strategies to help manage your federal and state income taxes on your IRA and 401(k).
Learn how big of a threat inflation poses to your retirement.
Strategies designed to help avoid running out of income during retirement.
The sunset of the Trump tax cuts are insight…what can you do now to “lock-in” your savings?
Main Street vs. Wall Street, who wins, who loses, and how it impacts you.
You’re being asked to “shoulder the burden of higher taxes. What are your options?

YOUR EVENT HOSTS

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.

MEET YOUR HOSTS

WORKSHOP DETAILS

This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. Enjoy complimentary bites to eat and sips to drink, served immediately after the presentation. 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.