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Taxes in Retirement
Taxes in Retirement

Tue, Sep 22

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Carle Health & Fitness Center

Taxes in Retirement

Workshop will take place in the conference room at Carle Health & Fitness Center 1111 Trinity Lane Ste 120, Bloomington, IL 61704 6:00PM - 7:00PM Doors open at 5:50PM

Time & Location

Sep 22, 2026, 6:00 PM – 7:00 PM

Carle Health & Fitness Center, 1111 Trinity Lane Ste 120, Bloomington, IL 61704, USA

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Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

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Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.

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Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. BFCFS and BFC Planning, Inc. are not affiliated with Prairie Capital Management.

Important Disclosures and Privacy Policy
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Prairie Capital Management, BFCFS, and BFC Planning, Inc. are independent entities.
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​Check the background of your financial professional on FINRA’s BrokerCheck.
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Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. Please consult your Financial Representative for further information.
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Annuities are complex and not suitable for all investors. Carefully consider the risks and possible consequences involved prior to making an investment decision. Guarantees are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. It is possible to lose money with an Indexed Linked Annuity, as surrender prior to the end of the annuity term could result in a loss. Surrender charges associated with Indexed Annuities may significantly impact liquidity. Some Indexed Annuities impose a monthly limit of the amount by which an investor may participate in the upward performance of the related index, thus further limiting the profit potential of the investment. Some Indexed Annuities do not credit any measure of market participation to the investor until a significant number of years have passed. Past performance is not necessarily indicative of future results.
 
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services are available only to residents of CA, CO, FL, GA, IA, IL, IN, KS, MN, MO, NE, NY, OR, TX, VA, and WI.  Insurance services are available to residents of IL.
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​Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy
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