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Protecting Wealth. Preserving Legacy.

April 7 or 9 at 6 p.m. | The Heathers Club

What You Learn From This Class

  • Legacy planning 

  • The role of powers of attorney

  • Integrating retirement plans with estate plans

  • Making

  • Financial plans and why they matter

  • Asset protection and preservation

  • Budget and cash flow in retirement

  • The importance of estate plannning

Seating is Limited!

Tax & Retirement Planning Educational Seminar with Paul
Tax & Retirement Planning Educational Seminar with Paul

Thu, Feb 05

|

Grand Blanc

Tax & Retirement Planning Educational Seminar with Paul

Cirrus Capital invites you to a free, in-person educational seminar on tax planning and retirement, presented by Financial Advisor Paul Dziepak.

Registration is closed
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Time & Location

Feb 05, 2026, 6:00 PM – 7:00 PM

Grand Blanc, 805 Health Park Blvd, Grand Blanc, MI 48439, USA

About the event

Cirrus Capital invites you to a free, in-person educational seminar on tax planning and retirement, presented by Financial Advisor Paul Dziepak.


​This session is designed to help you better understand how taxes can affect retirement income, withdrawal decisions, and planning considerations before and after retirement. The focus is education in a relaxed, in-person setting where questions are encouraged.


About the Presenter: Paul Dziepak is a Financial Advisor with Cirrus Capital. Paul works with individuals and families to help them plan for retirement with a focus on thoughtful decision-making, risk awareness, and long-term planning. His approach emphasizes education and clarity, helping clients understand how different financial and tax considerations fit together over time.


This is an educational seminar. No specific investment recommendations will be made, and there is no obligation to become a client of Cirrus Capital to attend. More information about Paul.


Share this event

• Individuals age 50+ preparing for retirement
• Recent retirees navigating income decisions
• Anyone with IRAs, 401(k)s, brokerage accounts, or pensions
• Investors who want greater clarity around tax-efficient income

Who Is This Class Designed For

If you’ve ever wondered,
“Am I structuring this the right way?” 
This class is for you.


This is an educational event focused on increasing your
understanding of tax considerations in retirement.
It is not a sales presentation.
There is no obligation to work with us.
Our goal is simple: provide clarity.

What This Class Is, And What It Is Not

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