Broker Check
19 Nov
The Retirement Tax Trap: How Smart Planning Can Protect Your Income

Description

Join us for a complimentary educational seminar focused on one of the most overlooked risks in retirement—taxes.

During this session, you will learn about key strategies designed to help you reduce your lifetime tax burden, maximize retirement income, and avoid common financial pitfalls.

You’ll learn:
• The hidden tax risks that can impact your retirement income
• How withdrawal strategies affect taxes, Social Security, and Medicare premiums
• Opportunities to create a more tax-efficient retirement plan
• Strategies to help protect your legacy for future generations

Whether you’re approaching retirement or already there, this seminar is designed to provide practical, real-world insights to help you plan with greater confidence.

A light lunch will be served. RSVP is required.

Date and Time

Thu, Nov 19, 2026

11:30a - 1:00p MST

Location

Granite Credit Union

3675 South 900 East
2nd floor North Conference Room
Millcreek , UT 84106

Note

A light lunch provided by the speaker will be served. RSVP is required as it helps us know how much food to provide.

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PT1H30M
Lunch is provided and paid for by Cetera Wealth Services, LLC and/or its representatives. Granite Credit Union is not sponsoring, funding, or providing the lunch. There are no materials that have not already been pre-approved for this presentation.

Event Registration

Will you be able to attend this event?