Attend our one-hour educational workshop at
The Palms Theater
200 NE Westgate Drive - Waukee, IA
Learn how to retire tax smart
(while relaxing in a comfy chair
and enjoying popcorn)
Thursday, November 4, 2021, or
Tuesday, November 9, 2021
6:00pm - 7:00pm (CT)
Special Feature: After the retire tax smart workshop you are welcome to stay and enjoy a complimentary showing of the 1987 classic, "Planes, Trains and Automobiles."
Seating is limited and we will be following all COVID-19 precautions.
THE KEY TO PRESERVING YOUR ASSETS IS TO DEVELOP A SMART DISTRIBUTION STRATEGY, ONE THAT ACCOUNTS FOR MANY THINGS — INCLUDING THE TAXES YOU'LL OWE IN RETIREMENT.
• How the mounting U.S. debt and deficit might impact
taxes, interest rates and inflation
• Why taxes may be the biggest retirement risk you have not planned for
• Tax repercussions of losing a spouse
• How to create TAX-FREE retirement income
• How to take advantage of the 2–4-year tax window now, and avoid the impending Tax-Storm
Meet Your Speaker
President & Founder
As founder of Peterson Financial Group, Eric has dedicated more than 21 years of his life to educating an assisting retirees and pre-retirees in central Iowa on how to plan for and protect their financial future. Eric is a Registered Financial Consultant, earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in Forbes magazine’s 2014 Investment Guide as on of the Midwest’s most trusted and experienced financial leaders. In 2015, Eric published his first book, “Preparing for the Back Nine of Life – A Boomer’s Guide to Getting Retirement Ready.” He also hosts the “Retirement Ready” radio show on Sundays at noon to 1pm on WHO 1040AM. Eric is the financial expert on the Dollars & Sense segment of Hello Iowa on WHO TV (channel 13).