Taxes are part of Americans’ financial lives and help afford much of what makes this country great. However, for individuals entering or already in retirement, the significance of minimizing tax liabilities becomes particularly noticeable, as the focus shifts towards preserving and safeguarding every penny.

Our workshop is designed to help you understand the:

• Six fundamental financial planning considerations.
• Potential impact of taxes on retirement income.
• Possible increasing tax risk into the future.
• Strategies for mitigating tax risk in retirement.

Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. Register to attend our event today!

KIRK TUSHAUS

Kirk has used his expertise to help clients reach their financial goals for more than 40 years. Kirk entered the financial services industry in 1980 after graduating from the University of Kansas with a bachelor’s degree in business administration. Originally called ArMA Financial Services Inc., Kirk began working at the company in 1995, serving the needs of families, physician groups, and nonprofit organizations while holding the titles of president and partner. Along with a partner, he purchased the firm in 2001, and eventually the firm became Tushaus Wealth Management. An engaged member of the Arizona community, Kirk has served on committee and boards for local non-profits including Notre Dame Preparatory in Scottsdale, the Catholic Community Foundation for the Diocese of Phoenix, and the Roman Catholic Diocese of Phoenix. Education has always been a priority in the Tushaus Family, and in 2004 he founded the Arizona Chapter of the Marine Corps-Law Enforcement Foundation, a national non-profit organization whose mission is to support the children of our nation’s fallen heroes. In 2005 he started the annual Arizona Golf Tournament to benefit the organization and has raised over $1,500,000 to help pay for the education of Arizona children who have lost a parent in the line of duty. Kirk is excited to work with his two partners, sons Chase and Blair, as they continue to meet the needs of the families served by Tushaus Wealth Management. Kirk and his wife Marianne enjoy spending time with their sons and families, and staying involved with the organizations that help make a difference in our community.

JOHN REY

As a New York native, John attended the State University of New York at Binghamton where he studied accounting. After graduation John began his career at Ernst & Young LLP, where he obtained his CPA license and worked in the Entrepreneurial Services Division as a Senior Audit Associate. Following this, he worked at the New York Stock Exchange in its Market Surveillance Division. John then operated a CPA and tax firm, where he specialized in tax preparation for individuals and estates.

John earned a Master of Science in Business Administration from San Diego State University, with a specialization in financial and tax planning. Furthermore, he holds the Certified Financial Planner (CFP®️) credential.

In addition to his experience in the financial sector, John worked at Mater Dei Catholic High School for several years in various leadership capacities, serving as its President for over 5 years.

John lives in San Diego with his wife Maegan and their three children, Breanna, Mikayla, and Brady. He enjoys cycling, running, and coaching his children’s soccer and baseball teams. John serves on the Board of Noah’s Ark Angel Foundation, which is a charitable foundation supporting the lifelong needs of Noah Homes Inc., a residential community for adults with intellectual and developmental disabilities.