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Tax Planning During Retirement Workshop

What’s your road map for the 4 stages of retirement?

FREE Tax Planning During Retirement Workshop

To retire the way you have envisioned, planning - thinking - strategizing starts NOW. Today’s unique challenges have created a new retirement landscape, and the only way to get where you want to be is through EDUCATION.

Join us for a FREE Tax Planning During Retirement Workshop
How tax planning changes through four stages of retirement?
with Doug Oliver, wealth manager at Capital Asset Management in OKC.

Tuesday, Dec 3rd at 11:30 AM

CrossFirst Bank
5001 Gaillardia Corporate Place
Oklahoma City, OK 73142

*Lunch will be provided during program.

Click Here to Register


Tuesday, Dec 10th at 6 PM

Hilton Home2Suites
4110 Northwest Expressway
Oklahoma City, OK 73116

*Complimentary gift card for dinner at a local area restaurant will be provided after the program.

Click Here to Register

Discover how to help ensure your retirement contributions remain on track, and how to minimize taxes and other factors that can impact your wealth now and in the future. Consider this: People pay more in taxes than expected because of a confusing system that treats income types differently and contains hidden penalties.

✓ Anticipate how and when you tap assets.
✓ Understand the range of taxes you will face over time.
✓ Manage your actions so you pay as low a tax rate as possible.

Do you know how to navigate these challenges? Doug will lay out the road map from pre-retirement to late retirement.

Sign up today. Seating is Limited!

Questions, concerns, ready to schedule a consultation? Contact us today at 405-947-2913 or

Forbes Best in State Wealth Advisors list includes multiple recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings.

Third-party rankings and recognition's are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client no are they representative of any one client's situation.

Capital Asset Management, Inc.
3636 N. Roff Avenue
Oklahoma City, OK 73112

Check the background of your financial professional on FINRA's BrokerCheck.

Capital Asset Management is a marketing name. Securities, insurance and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Adviser. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Neither FSC nor its representatives offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MO, NC, NE, NM, NY, OK, PA, RI, TN, TX, UT, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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