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Ready To Learn How To Minimize Your Taxes?

Click The Button Below to RSVP!

As Seen On

What we will cover:

  • How to take advantage of the current tax rates
  • What to do with your pre-tax accounts (401ks, IRAs, etc.)
  • How to take tax-efficient income in retirement
  • And more...

RSVP for this timely event!

Comfort Inn & Suites in Brunswick

(1464 Town Center Boulevard, Brunswick, OH, 44212)

Tuesday, March 9th at 6:30 PM

Or

Thursday, March 11th at 6:30 PM

There is no cost to attend this event. Attendees must be 55 years or older and have at least $250,000 of investible assets.

RSVP While Seats Are Still Available

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Meet Ben Schrock

Meet Ben Schrock

President of BA Schrock Financial Group

Since 2012, Ben has been helping folks in Ohio retire unlock their financial future and retire with confidence. He enjoys working one-on-one with individuals and families to help them create the financial plans they need to live out their retirement years with confidence and comfort.

In his free time, Ben enjoys spending time with his wife, son and schnauzer-poodle puppy. When he’s not with family, he likes being with friends, volunteering, watching football, golfing, playing basketball, traveling, fishing and hunting.

FAQs

Does it cost to attend?

Nope. The event is complimentary for those who are 55 years or older and have at least $250,000 of assets saved up for retirement.

Who should attend this event?

Anyone between the ages of 55 and 70 years old who has funds in a 401k, 403b, 457, or in an IRA should attend this event. If taxes go up, those who have these types of accounts will probably be negatively affected, unless deliberate planning is done soon.

Is this a sales pitch?

The intention of this event is to raise awareness of the problems retirees and pre-retirees may face in the future in regards to their pre-tax accounts (401ks, 403bs, 457s, IRAs, etc) and to present solutions that you can begin to implement today. 

There will be an offer to visit with Ben Schrock, or an advisor at BA Schrock Financial Group to discuss how to implement these strategies in regards to individual situations. However, it is not required to take this offer.

The contents of the presentation are intended to offer value and application regardless of whether or not the offer is accepted. 

Are Ben Schrock And The Advisors at BA Schrock FG Fiduciaries

BA Schrock is registered as an investment advisory firm and is bound to a fiduciary duty to their clients.

Are Ben Schrock And The Advisors at BA Schrock FG CPAs

No. Ben and the advisors at BA Schrock Financial Group are registered investment advisors who specialize in tax minimization investment strategies. Most retirees and pre-retirees who use these services also consult with their CPA as a team.