Stephens Planning is partnering with Tomerlin Bookkeeping & Tax Preparation Services to host a complimentary Taxes in Retirement Lunch & Learn on Friday, June 5, 2026.
This educational event brings together the perspective of a fiduciary financial advisor and a trusted tax professional to discuss how taxes can impact retirement income. With more than 40 years of tax experience represented by Tomerlin Bookkeeping & Tax Preparation Services, attendees will gain practical insight into how retirement planning and tax strategies work together.
Topics of discussion will include:
How retirement income is taxed
Roth conversion strategies
How Social Security and retirement withdrawals work together
Simple strategies that may help retirees keep more of what they have worked hard to save
This event is designed for individuals who want to better understand retirement taxes and the role they can play in long-term financial planning. Attendees are encouraged to bring a spouse, family member, friend, or coworker to learn together and start important conversations about retirement planning.
Lunch will be provided at no cost. There is no obligation and no pressure. Seating is limited.
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