This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Tuesday, February 10th at 6:30PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Smart” Asset Allocation.

• How to protect yourself from a potential “Tax Storm”.

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Presented by:

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Thursday, February 12th at 6:30PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Smart” Asset Allocation.

• How to protect yourself from a potential “Tax Storm”.

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Presented by:

Join industry experts for actionable insights and specialized breakout sessions.

The financial landscape is evolving rapidly in 2026. To help you stay ahead, we are excited to invite you to the Fort Wayne Financial Summit on Thursday, February 26th, 2026 at Parkview Mirro Center

This isn't just another seminar. We’ve designed this summit to provide you with direct, high-impact strategies through tailored breakout sessions. Some of those session topics:

• Social Security – Maximizing benefits and understanding when to claim

• Economic Trends – Navigating market changes and understanding their impact

• Estate Planning – Protecting your legacy and preparing for the future

• Plus more….

Why Attend?

• Expert Keynotes: Hear from economists on the state of the 2026 markets.

• Targeted Learning: Select the breakout sessions most relevant to your goals.

• Clear Information: Complex financial topics broke down into clear, practical strategies you can use right away.

Limited seats available! Register today!

We look forward to seeing you there!