· Bloom Wealth Advisors
Taxes In Retirement Workshop
October 14, 2026
You're Invited
Join us for a Taxes In Retirement Workshop!
During this informative workshop, our Wealth Advisors, Alana Macy, CFP®, MBA and Evan Welch,CFP® will be sharing key details about planning for taxes in retirement. During this workshop, we will share:
- Common misconceptions about taxes in retirement
- How the U.S. tax code works and what you need to know
- How taxes and retirement have changed drastically over the last few decades
- New tax law changes that could affect your retirement
- How taking your RMDs could cause you to pay more in taxes
- Ways to potentially protect yourself against volatile market conditions
- Charitable giving strategies
- Roth conversion strategies
- Specific tax strategies we've used to help our client
Join us for a fun evening of education and a light dinner!
When
Date: October 14, 2026
Start Time: 5:30 PM
End Time: 7:00 PM
Where
Who
This workshop is ideal for anyone thinking about retirement within the next ten years or for anyone who is already in retirement.
We want to provide education for the people in our community and the people you care about. If you know someone who values thoughtful advice and would benefit from this topic, please invite them to join us!
RSVP
Please RSVP by October 9, 2026 by filling out the form below.
Directions and Parking Info
Boulder Jewish Community Center
6007 Oreg Ave, Boulder, CO, 80303
Parking available on-site.
Alana Macy, CFP®, MBA
Bloom Wealth Advisors
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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Don't Forget to RSVP
We look forward to seeing you!
No thanks
RSVP Confirmed
Thank you for registering. If there are any changes you would like to make, please contact us at (303) 415-9122 or alana@
bloomwealthadvisors.com.
And as a reminder, we want to help educate the people you care about! If you know someone thinking about retirement or in retirement, please invite them to join you at our workshop!
Alana Macy, CFP®, MBA
Bloom Wealth Advisors