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Avoid Retirement Tax Traps
Lunch & Learn: Taxes & the Madrona Bundle

EVENTS ARE FULL. PLEASE KEEP UP WITH OUR CALENDAR FOR UPCOMING EVENTS.

  • Date: Tuesday, November 19th
  • Time: 12:00pm to 2:00pm
  • Location: Seattle Marriott Redmond
  • Address: 7401 164th Ave NE Redmond, WA 98052  
  • Date: Thursday, November 21st
  • Time: 12:00pm to 2:00pm
  • Location: Courtyard by Marriott Seattle/Everett
  • Address: 3003 Colby Ave Everett, WA 98201

Avoid being stuck in a Tax Trap! Join Brian Evans, CPA and founder of Madrona Financial for a free educational event where you’ll learn how you can prepare for tax season to save your hard earned dollars. We’ll also share effective financial strategies designed to help you create a dependable income stream in retirement.

Be prepared and learn how to best strategize against:

  • Hidden Costs & Fees
  • Social Security Taxes
  • Medicare Costs
  • Capital Gains Taxes
  • Retirement Account Taxes
  • Real Estate Taxes

The tax specialists at Madrona Financial Services and our wholly-owned sister company, Bauer Evans, Inc. P.S.* not only work with clients to execute filings during tax season, they find ways to put more money in our clients’ pockets throughout the rest of the year. There are so many opportunities to accomplish this when your financial services are bundled and managed by the same firm. We believe that increasing your tax efficiency can be achieved when aligning investment management, retirement, and estate planning. We offer this service at Madrona Financial. There are so many ways you can save on taxes, from your retirement asset withdrawal plan to even deciding between paying interest on or paying off debt.