Strategies for Maximizing Your Income & Reducing Taxes In Retirement

This is a fun and informative workshop covering many different topics important to those over age 50. With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your retirement income. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money.

Join your host, Frank Oliver, for a complimentary meal at Pinocchios Incredible Italian while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!

Wednesday, April 11, 2018 5:30 p.m. to 7:00 p.m. Thursday, April 12, 2018 6:30 p.m. to 8:00 p.m.  

Pinocchios Incredible Italian

210 Ken Pratt Blvd #260, Longmont, CO 80501

This Complimentary Gourmet Meal & Presentation Will Show You:

  • How the NEW 2018 Tax Reform Plan may affect you and your retirement income.
  • What changes to the tax law may affect your income. 
  • Which tax law changes could affect how you strategize for your retirement income planning.
  • New tax rules as they apply to retirement income and how they can affect your cash flow.
  • How to avoid unnecessary taxation on Social Security income.  
  • Strategies that can help you potentially reduce your taxes and get closer to a potentially tax-free retirement.
  • Strategies to help grow your assets and protect your portfolio against stock market volatility.
  • Developing a customized retirement income plan for you and your family.
  • Longevity & inflation – how to potentially keep pace with rising inflation and tax rates.
  • Financial vehicles that may provide a guaranteed stream income in retirement while minimizing tax exposure.
  • Understanding the biggest potential risks in retirement and how to avoid them.
  • And More!

Seating is limited. Sign up below to reserve your seats!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. This event is for those who are age 50+.

Event Details

Please join your host Frank Oliver of Oliver Financial Group for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight, new opinions!

Dates & Times: Wednesday, April 11, 2018 from 5:30 p.m. to 7:00 p.m.

Thursday, April 12, 2018 from 6:30 p.m. to 8:00 p.m.

Venue: Pinocchios Incredible Italian located at 210 Ken Pratt Blvd #260, Longmont, CO 80501




Frank Oliver, President

Oliver Asset Management

Frank Oliver is a member of the nation’s most exclusive group of financial advisors—Ed Slott’s Master Elite IRA Advisor Group, making him one of the top professionals with expertise in tax minimization in his field. Frank is a Colorado native and enjoys many outdoor activities with his wife, Brittany. He is very involved in charitable work as a former Board Member of the Twin Peaks Rotary and as an active supporter of Arts Longmont. Frank’s recent appointment to the Longmont United Hospital Foundation Board keeps him busy when he’s not practicing for his private pilots rating. Oliver Financial Group has earned a Gold Star Rating with the Better Business Bureau and is a member of the Longmont Chamber of Commerce.

Copyright © 2018 Your Retirement Reality | Privacy Policy

 Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment advisor. Oliver Asset Management and Client One Securities, LLC are not affiliated.

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities 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