Prepare for 2025 and Beyond with the Latest Retirement Strategies

Taxes in Retirement Workshop

Discover How to Minimize Your Taxes in Retirement and
Avoid Common Mistakes That Could Cost a Fortune

Discover How to Minimize Your Taxes in Retirement and Avoid Common Mistakes That Could Cost a Fortune

This 90-minute course includes helpful handouts and exclusive training in
an unbiased classroom setting.

This 90-minute course includes helpful handouts and exclusive training in an unbiased classroom setting.

Two Dates to Choose from

6:00 pm - 7:30 pm

6:00 pm - 7:30 pm

Register Now
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Gateway Technical College

Kenosha Campus
3520 30th Ave, Kenosha, WI 53144

Burlington Campus - Academic Building Room R240
496 McCanna Pkwy, Burlington, WI 53105

In This No-cost Workshop, You Will Discover

How to Reduce Taxes on Social Security

Understand methods to minimize taxes on your benefits when you start receiving them.

Filling Income
Gaps

Explore strategies to bridge the gap between Social Security and your desired retirement income.

Comprehensive Retirement Plans

Learn why a tax plan is not a one-time event but an ongoing process throughout retirement.

Roth
Conversions

Discover how Roth conversions can create tax-free income for you and your spouse.

Tax-efficient
Withdrawals

Strategies to withdraw income in a way that maximizes your savings and ensures a lifetime of income.

Bonus Topics Covered

pros and cons

The pros and cons of waiting to take Social Security.

Considerations

What to consider if you or your spouse are still working or want to work part-time.

Maximizing benefits

Confidently plan for a financially stable and fulfilling retirement.

Taxes in Retirement
Workshop

Who Should Attend?

Individuals and couples aged 50–70.

Anyone concerned about taxes, market volatility, or
outliving their retirement savings.

Those seeking to safeguard their retirement income and
plan more effectively.

Why Now?

Tax laws have changed and understanding these
changes can make a difference.

Market volatility and economic uncertainty make
proactive planning essential.

You only have one chance at retirement - make
informed decisions to protect your future.

About the Instructor

Maria is committed to simplifying complex retirement concepts and empowering individuals to make informed financial decisions. 



She focuses on client education, believing that understanding your options leads to better financial outcomes.

Maria G. Fliess, RICP®, LUTCF®
Founder & President Retirement Advocates

Frequently Asked Questions

Is there a cost to attend?

No, the workshop is completely free.

Do I need to bring anything?

Just yourself! We’ll provide pen and paper for note-taking, bottled water and snacks.

Will investments or products be discussed?

No, this is a purely educational workshop with no product pitches or sales tactics.

Will I be pitched or sold
anything?

Will I be pitched or sold anything?

Absolutely not. Our classes are focused on providing valuable education, not sales.

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