Pay Less Tax on Your Retirement Income

You're invited to our no-cost educational seminar in Centerville to learn 2026 strategies to help keep more of your IRA, 401(k) and Social Security income.

Seats fill fast — click the button below to see dates and reserve your seat(s) today.

This session is educational only.

Discover These Key Topics and More:

Understanding Tax Changes in 2026: Stay informed about the latest tax law changes and their potential impact on your retirement income.

Minimizing Taxes in Retirement: Learn how strategic tax planning can help you keep more of your hard-earned savings.

Strategies to Manage Market Volatility: Explore approaches to protect your retirement assets in unpredictable markets.

Maximizing Tax-Efficient Income Streams: Understand how to structure your income to help minimize taxes while ensuring financial stability.

About Your Host(s)

At Axim Planning & Wealth, we are dedicated to helping our clients achieve the security in retirement they deserve. As independent financial advisors, we understand the hard work and dedication it takes to build your wealth over a lifetime, and we want to help ensure that your financial journey is dependable and your assets are safeguarded.

Frequently Asked Questions

Who should attend this seminar?

The session is ideal for retirees or near-retirees who want a straightforward overview of how taxes can affect their retirement income and savings.

Is there a sales pitch during or after the seminar?

No. This is an educational session only. No products or services will be offered during the workshop.

What will I learn from this seminar?

You’ll gain an easy-to-understand summary of current tax rules, common pitfalls to avoid, and practical ways to make your retirement income more tax-efficient.

937-744-4835

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© 2026, Axim Planning & Wealth. All rights reserved.

Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through various companies. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. Axim Planning & Wealth cannot accept requests for securities transactions or other similar instructions through email. Axim Planning & Wealth cannot ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.