Join Tatyana at a financial strategy event! Events are posted throughout the year.

Financial 1 Tax: Ask the Expert

Discover Tax-Smart Retirement Planning and Protect Your Money from Uncle Sam Now!

Your Current Financial Strategy Could Be Destroying Your Retirement Income… And Taxes Are Likely The Culprit

Concerns that keep most Americans up at night that we will discuss:

Tax Planning
  • How to increase your take-home income by simply reducing your tax liability.
  • Are there financial strategies that can help reduce your future tax liability?
  • How to reduce taxes on your Social Security, capital gains, interest, income and more.
Retirement Income
  • How do you create a steady and reliable income stream for life?
Mitigating Risk
  • The #1 mistake most Americans are making with their retirement accounts… Are you one of them?
  • Learn to properly and efficiently transition away from significant market exposure over to more suitable investments.
Estate Planning
  • How to transfer assets to your heirs without taxes and probate.
  • Understanding Wills, Trusts, Living Wills, and Power of Attorneys.

Financial 1, Tatyana BunichSpeaker: Tatyana Bunich, CEP, RFC

Tatyana is a Tax Planning expert and has over 30 years of experience specializing in working with retired individuals. She has been featured in the Wall Street Journal, Kiplingers, US News, and Marketwatch.

Five Star Wealth Manager - Tatyana Bunich Wall Street Journal Kiplinger Feature of Financial 1 Financial 1 Tax - US News & World Report Financial 1 Tax - Market Watch Feature


Download printable flyer | Opens as PDF

Tuesday, January 25, 2022

Session #1: 10AM-12PM
Session #2: 2PM-4PM

Location: Holiday Inn
1701 N University Drive, Plantation, FL

Thursday, January 27, 2022

Session #1: 10AM-12PM
Session #2: 2PM-4PM

Location: Marriott Courtyard Weston
2000 N Commerce Pkwy, Weston, FL


Your Gift For Coming Will Be:

  1. A Complimentary Tax & Retirement Planning Session.
  2. A Tax Strategy Report.
  3. A House of Security Worksheet.

Offer is Valued at $500!

This workshop is designed for anyone over the age of 60 who has more than $500,000 in retirement saving.

Financial 1 Wealth

150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Phone: 954-892-6020
Email: info (at)

Workshop Safety Guidelines:

We are practicing social distancing to ensure the safety and well-being of our guests. We are limiting seating at each of our sessions to follow social distancing guidelines. Each guest will receive a mask upon entry into the workshop.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Financial 1 Wealth Management Group and IFG are unaffiliated entities. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.