Non-taxable income? In retirement?

To find out how this is possible for some retirees, join us for this informative dinner event.

Monday, July 18th, 6:00PM CST

Ruth’s Chris

River Spirit Casino Resort
8330 Riverside Pkwy. | Tulsa, OK 74137

Complimentary Seminar:
“Tax-Free (and tax-deferred) Retirement Income Options”

Join us as we discuss tax-free and tax-deferred income options for retirees and how to leverage them in your retirement.

In this no-cost, no-obligation dinner event, we’ll discuss:

Implications of Taxes In Retirement

What happens to your retirement income if taxes go up?

Current tax laws: how they impact your income

401 (k), IRA, and other retirement accounts

Planning for tax implications

Tactics For a Tax-Free Income

Financial products that may provide tax-free income

Insurance Vs.Investments: how the rules differ

Key factors in choosing a tax-free income strategy

Maximizing your retirement income

Benefits of Tax-Free Retirement Strategies

Protecting your money while it grows

How to provide tax-free income for your beneficiaries

Eliminating the need for probate

How to add flexibility and tax-free liquidity to your portfolio

Why Tax-Free Income Matters

How taxes can change your overall retirement picture

Possible ways to enhance your income

Ways to protect and grow your money, tax-free

Can you retire tax-free?

This session is offered exclusively by Slate River Financial

Register now to reserve your spot or call us at (405) 315-4549 to sign up.

This seminar will be held on July 18th at 6:00PM CST. All registrants will receive a confirmation email after registering.

Get informed and learn your options now.

CONTACT US
FOLLOW US
Oklahoma City, OK Office

14201 N. Santa Fe Ave
Suite 101
Oklahoma City, OK 73013

Norman, OK Office

2500 Boardwalk Street
Suite 222
Norman, OK 73069

Tulsa, OK Office

7136 S. Yale,
Suite 321
Tulsa, OK 74136

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Patrick Coons/Slate River Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Scroll to Top