Golden, CO Taxes & Retirement Workshop

The importance of estate and tax planning for retirement income.
Why estate planning is an essential component of preserving your retirement income.
Strategies for creating potentially tax-free income in retirement.
How to avoid unnecessary taxation on Social Security income & maximize your benefits.
Developing a customized retirement income plan for you and your family.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
And much more!

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With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your income in retirement. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!

Please join your host, David Afraimi of BAM Advisory Group, for this complimentary presentation. The economy has changed, the world has changed...get insight and new opinions!

Date & Time: Friday, September 20, 2019 from 11:30 a.m. to 12:30 p.m.

Venue: Golden Library located at 1019 10th Street, Golden, CO 80401

*Free parking can be found directly in front of the library.

David Afraimi began his Financial Services career in 2000 as an Insurance Account Executive in Northern California. His ability and desire for growth led him quickly into a Sales Management position, providing him with the skills and knowledge he would need to expand the company and move into a new market. After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group. David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation. David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & H&alth, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®️, Certified Financial Fiduciary®️, National Social Security Advisor®️. Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.

State License Number: 5844646

https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Investment advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and BAM Advisor Group are unaffiliated entities.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

Presents:

Maximizing Your Income & Reducing Taxes In Retirement

This Complimentary Presentation Will Show You:

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FEATURED PRESENTER