RETIRE HAPPY

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EVENTS

RSVP & JOIN US FOR OUR UPCOMING LIBRARY & DINNER WORKSHOPS

TAX-SMART RETIREMENT WORKSHOP

With the government frequently changing the rules of the game, investments and wealth management should be reviewed often to ensure:
1.  that those investments remain tax-efficient
2.  your wealth management plan is designed to minimize taxes and accurately reflect your intentions

RSVP today to secure your seat for our upcoming Tax-Smart Retirement Workshop so you can be ready for Tax Day. 

Tax-Smart Decisions to Make Now, Before You Retire

RSVP TODAY!

Complimentary Tax Event

Tuesday, February 6, 2024 @ 6pm
Wednesday, February 7, 2024 @ 6pm

South Branch of Lafayette Public Library
6101 Johnston St
Lafayette, LA 70503

  • What are the damaging impacts of taxes?
  • How to address rising inflation and interest rates.
  • What are the risks with the current market and our economy?
  • What you can do now to help protect yourself from unnecessary risks.
  • How you can help reduce your tax burden during the golden years.
  • How to potentially optimize Social Security benefits and how to potentially reduce taxes on them.

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

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.

Wether you attend one of our events or are ready to kickstart your retirement, take our three-minute questionnaire to receive your Complimentary Retirement Financial Plan:

MATCH YOUR RETIREMENT WEALTH GOALS WITH OUR SOLUTIONS:

SEND US A MESSAGE

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

RSVP

MATTHEW JAMES
TAX & WEALTH MANAGEMENT COMPLIMENTARY RETIREMENT WORKSHOP:

TAX-SMART RETIREMENT: Decisions To Make BEFORE Tax Day

RSVP

MATTHEW JAMES
TAX & WEALTH MANAGEMENT COMPLIMENTARY RETIREMENT WORKSHOP:

TAX-SMART RETIREMENT: Decisions To Make BEFORE Tax Day

RSVP

MATTHEW JAMES
TAX & WEALTH MANAGEMENT COMPLIMENTARY RETIREMENT WORKSHOP:

TAX-SMART RETIREMENT: Decisions To Make BEFORE Tax Day

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

THANK YOU!

We’ve received your RSVP.
Please keep an eye on your inbox for the retirement event confirmation.
We’ll see you soon!

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT