Are you ready for the future tax burdens that are coming?
RSVP today and see how you can minimize your taxes before it’s too late
As Seen On
Retirees today could be hit with a potential tax burdens that could derail their retirement…
What’s worse is many don’t even see it coming.
There is still time to avoid these potential problems!
What you will learn:
- 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!
Holiday Inn & Suites – Medina
(5185 Gateway Dr, Medina, OH 44256)
Tuesday, January 19 @ 6:30 PM
Thursday, January 21 @ 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
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.
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.