Accelerated Wealth Advisors Financial Strategies

Retirement Survival Workshops

January 22nd and 23rd at 6:00PM Marigold Cafe and Bakery
January 29th and 30th at 6:00PM at Biaggis

About Our Team

Chris Abeyta, Tom Gehrmann, Ryan Hall, and Dustin West specialize in customizing retirement strategies to help individuals and families navigate a complicated, ever-changing investment landscape. Learn how to identify money falling through the cracks!

The Accelerated Wealth team has guided their clients to make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size, and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about.

Stock Market Jitters Coming Back? There’s Something You Can Do!

  • The 3 biggest misconceptions your CPA, attorney and financial advisor may be missing that could be costing you thousands per year!
  • How you can legally reduce or eliminate Social Security taxes, IRA taxation and income taxes.
  • How a couple can become much closer to being on the same page regarding their money and risk decisions.
  • How wealthy high income individuals will shelter income and assets from higher tax rates and risk going forward.
  • How the new tax law changes have nothing to do with all the stealth taxes that could be costing you money!
retirement-confidence-in-an-uncertain-world

Important Attendance Information

The events on January 22nd and 23rd will be held at Marigold Cafe and Bakery at 6:00PM. Please arrive no later than 5:45PM. We look forward to meeting you!

The events on January 29th and 30th will be held at Biaggis at 6:00PM. Please arrive no later than 5:45PM. We look forward to meeting you!

 

We look forward to meeting you in the New Year!
Have a blessed holiday season,
Accelerated Wealth

 

Contact Us

Are you looking for more information about retirement planning? If you would prefer a one on one visit, please call 719-466-5639 to schedule a 5 Point Retirement Review.