Taxes In Retirement

Join Jason C. Lee, President of Gilliland Lee Financial Group, Inc. for an informational workshop on “Taxes in Retirement” If you are nearing retirement or already retired, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation. Disclosures ? Jason C. Lee, AIF® is a licensed registered representative in the states of CA, FL, MD, MI, OH, TX and VA. ? Jason C. Lee, AIF® is a licensed investment adviser representative in the states of CA, FL, MI, OH and TX. ? Jason C. Lee, AIF® is licensed to sell insurance, annuities, & securities. ? Jason C. Lee, AIF® offers securities through Parkland Securities, LLC, member FINRA/SIPC. ? Gilliland Lee Financial Group, Inc. located at 6525 W. Campus Oval Ste. 125, New Albany, OH 43054 Phone: 614-798-0508 ? Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. ? This is not intended to be a sales seminar. The purpose of this seminar is to provide you with general information on Taxes in Retirement. ? There will be an opportunity to schedule an appointment for an individual consultation at the end of this seminar which may result in a recommendation of specific financial products that may help you achieve your financial goals. ? There is no obligation to schedule an appointment or purchase a product. The presenter is in no way employed by, affiliated with, or endorsed by the IRS, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any of the strategies discussed herein. All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer or sale or purchase of any specific security or insurance product.