Equip Yourself with Tax Knowledge for a Potentially Worry-Free Retirement
Join our complimentary seminar to gain the strategies and insights you need to help maximize your retirement savings and minimize tax worries.
Secure your golden years with confidence. Click the button below to sign up today.
Media-Upper Providence Free Library, 1 E Front St, Media, PA 19063
Learn About These Topics and More:
Understanding the Latest Tax Changes: Learn about the 2023 tax changes and how they could impact your retirement income.
Implications of the Secure Act 2.0: Discover how the Secure Act 2.0 has changed the retirement landscape and what it means for you.
Strategies for Market Volatility: Gain insights into strategies to help protect yourself against volatile market conditions in your retirement years.
Navigating Loss Deductions: Understand how loss deductions may affect your taxes in retirement and learn strategies to navigate them.
Chuck Peterson & Steve Gephart
CHS Financial
About Your Host(s)
Your seminar is led by a local financial advisor or team of advisors, all with a wealth of experience in retirement planning strategies. Specializing in tax-efficient strategies, they are committed to helping individuals understand and navigate the financial landscape of their retirement years. Join us for an insightful session led by seasoned professionals who understand the intricacies of retirement taxes and are passionate about guiding you towards a secure and enjoyable retirement.
Frequently Asked Questions
Who should attend this seminar?
This seminar is ideal for individuals who are nearing retirement or already in retirement. However, it's never too early to start planning. It's designed for anyone who wants to understand the latest tax changes, the implications of the Secure Act 2.0, and strategies to navigate the financial landscape of their retirement years.
Is there a sales pitch during or after the seminar?
This seminar is strictly informational. While CHS Financial may invite attendees to a follow-up consultation where financial products may be presented or offered, the primary goal of the seminar is to provide attendees with up-to-date and comprehensive information regarding retirement taxation.
What will I learn from this seminar?
The seminar will cover a range of topics including the 2026 tax changes, the Secure Act 2.0, strategies for dealing with market volatility, and how loss deductions may affect your taxes in retirement. The goal is to equip you with the knowledge you need to develop a successful retirement tax strategy.
Who can I call if I have a question?
If you have any questions about the event before registering, you may give us a call at (610) 891-9700 x222 or (610) 527-1108.
© 2026, CHS Financial. All rights reserved.
Steve Gephart is a Registered Representative and Investment Adviser Representative and Charles Peterson is a Registered Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), Rosetree Building 2, 1400 N. Providence Rd., Suite 3007, Media, PA 19063, 610-891-9700 CHS Financial is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC137860(1123)