Complimentary Retirement Tax Workshop
How to Help Prepare a Surviving Spouse for the Widow’s Tax Trap
Could a change in filing status affect your retirement income and taxes?
Join Jeremy Aston, CFA, for an educational workshop on retirement tax planning considerations for couples
and surviving spouses.
No upcoming events — check back soon
Engaging Guidance
What You Will Learn
During this complimentary educational seminar, Jeremy Aston, CFA, will discuss:
- Why filing status changes can affect retirement income and tax planning
- Common retirement tax planning mistakes households may overlook
- Strategies that may help create more tax-efficient retirement income
- How coordinated planning can support long-term household and legacy goals
Is this for you?
Who May Find This Seminar Helpful?
This seminar may be helpful for individuals and households who are:
- Interested in retirement income and tax planning
- Looking to better understand how filing status changes may affect a long-term plan
- Coordinating Social Security, pensions, IRAs, 401(k)s, or investment accounts
- Thinking through how taxes may affect a surviving household member
- Exploring whether professional financial guidance may be appropriate
If this sounds like you, please reserve your seat below.
Workshop details
6:30 – 7:30 PM
Spouses and Guests Welcome
Seating is intentionally limited to keep the workshop interactive.
Unable to attend but interested in learning more?
If you can't attend due to scheduling conflicts, call 512-265-5000. We'll schedule a one-on-one meeting with an advisor at your convenience.
