You're exclusively invited to attend Simplify Your Retirement!
Helping Protect Your Financial Plan and Estate Assets by Avoiding Unintended Consequences
November 7th OR November 10th, 6:00pm - 8:00pm
Please fill out the form below to reserve your spot.
Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
Avoiding Mistakes: Making one of the top 3 most common mistakes with your retirement plan could deplete your retirement savings.
Income Distribution: Knowing when and how to withdraw from the right accounts can keep you out of the red zone later in your retirement!
The 2022 tax changes and how these could alter your retirement plan
Tax Reduction Strategies: Learn how you can coordinate your tax, estate, and investment plans by potentially keeping more of your money from falling through the tax cracks.
How to control who gets what, when and how
How rising taxes may affect your retirement cash flow
Market Volatility: Learn how to manage market volatility risk in your portfolio.
How to avoid probate
Social Security: Understanding the latest Social Security rules and how to implement them within your retirement plan.
Step up in basis rules on inherited assets versus carryover basis rules on gifts
Planning Principles: Learn how to implement the 5 principles of a successful financial, tax and estate plan.
David Sandhu
Wise Wealth
David Sandhu is a Chartered Retirement Planning Counselor™ and Financial Advisor with Wise Wealth, LLC – an SEC Registered Investment Advisory Firm. David has a passion for education and understands that the key to successful retirement planning begins with knowledge. During the course, he will lead the class in a discussion of important topics such as the risks, concerns and challenges that retirees face. With the heart of a teacher, you will learn from his experience as he presents the many options that are available to help you fulfill your retirement dreams.
Matt Davidson
Davidson Law Group
Matthew’s welcoming personality and genuine passion for helping others is what led him to these practice areas, for which he has become renowned. With the goal of helping hardworking men and women protect what they have earned throughout their lifetimes, he creates meaningful, life-long relationships with his clients, and is always there when they need him.
After working in the financial industry, Matthew attended Regent University School of Law in Virginia Beach, Virginia, where he earned his Juris Doctorate. Following law school, he moved back to his home state and began practicing in Fort Worth. Soon after, Matthew and his brother, James, established the Davidson Law Group in Fort Worth with a concentration on estate planning, elder law, and probate.
Matthew enjoys time with his wife, Brianna, his children, Hayden, Clay, and Sylvia, and other family and friends. He is also an avid outdoorsman, sports fan, and music enthusiast.
Southwest Community Center
6300 Welch Ave
Fort Worth, TX 76133