Cox Strategic Wealth Workshops
Educational Retirement Workshop
Taxes in Retirement & Roth Conversions
Join Cox Strategic Wealth for an informative retirement workshop designed to help you better understand how taxes may impact your retirement income, Social Security, retirement accounts, and long-term financial strategy.
Workshop Details
Date
Wednesday, June 24, 2026
Time
6:30 PM – 7:30 PM
Venue
Norman P. Murray Community and Senior Center
24932 Veterans Way
Mission Viejo, CA 92692
24932 Veterans Way
Mission Viejo, CA 92692
Room
Juniper A & B
What You’ll Learn
Retirement planning starts with knowing what taxes may do next.
Taxes can have a meaningful impact on your retirement income strategy. This workshop will cover key concepts retirees and pre-retirees should understand when evaluating taxable income, retirement accounts, and whether a Roth conversion may fit into their overall plan.
- How retirement income may be taxed
- Why Roth conversions are worth reviewing before and during retirement
- How taxes can impact Social Security and retirement account withdrawals
- Common mistakes retirees make with tax planning
- Strategies for creating a more tax-aware retirement income plan
Seating may be limited. Reserve your spot early for this educational event.
Reserve Your Seat
Registration is now available online. Click below to reserve your seat for this educational workshop.
Register Online
Reserve Your Seat
Call
(949) 233-3337
Seating may be limited. Please register online to secure your spot.
Cox Strategic Wealth Location
The place to build your future is right down the road.
Rancho Santa Margarita, California
30211 Avenida De Las Banderas, Suite 200
Rancho Santa Margarita, CA 92688
Office: (949) 888-6644
Cell: (949) 233-3337
kcox@brookstoneadvisor.com
