06/02/2026
📊 Planning for retirement is about more than just building your savings—it’s about keeping them. Did you know that unexpected tax liabilities can significantly impact your hard-earned retirement nest egg?
We are excited to announce that Tomerlin Bookkeeping is partnering with Stephens Planning to host an exclusive, educational Taxes in Retirement Lunch & Learn!
🗓️ WHEN: Friday, June 5th, 2026 at 12:00 PM
📍 WHERE: 620 E Broadway, Alton, IL 62002
🎁 COST: 100% Complimentary! (Lunch will be provided at no cost, with absolutely no obligation and no pressure!)
In this relaxed, interactive session, we will break down the essential strategies you need to safeguard your future. We will be discussing:
• 🧾 How your retirement income is actually taxed
• 🔄 Advanced Roth conversion strategies to protect your wealth
• 🤝 How Social Security and retirement withdrawals work together
• 💡 Simple, proven strategies to help you retain more of what you’ve spent a lifetime saving
Whether you are approaching retirement or already enjoying it, this is a perfect opportunity to get clarity on your financial future in a stress-free environment.
⚠️ Seating is strictly limited to ensure a quality learning experience. Don't wait to claim your spot!
📞 Reserve your seat today: Call us directly at 618-551-0028
💻 Or register online instantly here: https://calendly.com/cstephens-stephensplanning/taxes-in-retirement-lunch-learn?month=2026-06&date=2026-06-05
We look forward to seeing you there and being a guiding partner in your retirement conversation!
