AVOID THE  TAX MISTAKES THAT COULD COST YOU THOUSANDS!

Discover why NOW is the time to prepare for Retirement & Taxes

At this COMPLIMENTARY event...

At this COMPLIMENTARY event...

Learn what the SECURE Act is and how it changed your IRA or 401k on January 1, 2020

Identify and avoid some of the most common and costly tax mistakes many Baby Boomers make in retirement

Understand how lost deductions may cause your tax rate to go up (not down) in retirement

Discover how you may be able to reduce (or even eliminate) certain taxes (including tax on Social Security income!)

Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy

Learn about the window of opportunity  IRA & 401K owners have to leverage 2018 Tax Reform  for potentially lower retirement taxes!

Discover what 80% of Baby Boomers can do NOW that  income taxes are lower source

Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement

Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it)

Learn how new changes to tax laws could affect the taxes you owe on your social security income!

Want to learn how to optimize your taxes in retirement?
This event will answer your most pressing questions!

Many Americans will pay more tax on their IRA distributions than they ever saved in their IRA.

 Learn how we may help you keep more
of your hard-earned savings! 

RSVP NOW

800-782-2136  •  marketing@harlowwealth.com •  10365 SE Sunnyside Rd., Ste. 150, Clackamas, OR 97015

RSVP NOW

7738 Southeast Harmony Rd.
Milwaukie, OR 97222

Wednesday, February 19th
6:00pm

-OR-

Thursday, February 20th
6:00pm

EVENT DETAILS
Seating is limited and reservations are required!

This is a complimentary event, nothing will be sold at this event

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RSVP NOWRSVP NOW

About Your Presenters

Danny Harlow

Danny Harlow is the President and Chief Compliance Officer for Harlow Wealth Management, a Registered Investment Advisor. Danny began working in the financial services industry in 1973 and is well versed in financial, estate, and tax planning topics and strategies.
 
Danny is the primary host for the company’s radio show, “The Harlow Wealth Retirement Hour,” which airs every week on many local talk radio stations. Danny has also been seen in numerous media outlets like Newsweek magazine where he touches on various topics regarding the financial industry and planning for retirement, and has been a special guest discussing retirement planning on The Brian Tracy television show.

RSVP NOW

Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy.

Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform  for potentially lower retirement taxes!

Discover what 80% of Baby Boomers can do NOW that income taxes are lower (source) 

Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement

Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it)

Learn how new changes to tax laws could affect the taxes you owe on your Social Security income!

Chris Harlow

Chris Harlow is a financial advisor, shareholder, and the vice president of Harlow Wealth Management. Chris holds his Series 65 Securities license in addition to a life insurance license. He is also a CPA, former IRS agent, as well as an online contributing author for Kiplinger, a leader in personal finance news and business forecasting. Along with Danny, you can hear Chris as host of the “The Harlow Wealth Retirement Hour” radio show that airs weekly on several talk radio stations around the area.
   
Chris’ past experiences have instilled in him wisdom beyond his years, which has brought considerable value to the clients of Harlow Wealth Management. He believes wholeheartedly in trust-based relationships and brings this conviction to his planning practices.

Join Us For A Brand-New, Must-Attend Live Event
A Clackamas Financial Advisor is hosting a powerful Retirement & Tax Workshop

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Neither the firm nor its agents or representatives may give tax or legal advice.  Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm or its representatives is stated or implied. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.

Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states.

https://www.theatlantic.com/politics/archive/2017/12/why-dont-63-percent-of-americans-realize-theyre-getting-a-tax-cut-for-christmas/548852/
https://www.washingtonexaminer.com/80-percent-of-taxpayers-would-get-tax-cuts-next-year-under-gop-bill-think-tank-says