Complimentary Event at Campaign-Venue in Campaign-City, Campaign-State

Optimizing Your Tax Strategy & Surviving Market Volatility

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Event Details:

Campaign-Venue: Campaign-Address1Campaign-Address2, Campaign-City, Campaign-State Campaign-Zipcode

Date Time

Why attend?

This Presentation combines four empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

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Event Topics

Join us for a special presentation at Campaign-Venue while we discuss the following important topics for those in or nearing retirement:

What’s changing for taxes and Social Security in 2023².
The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
Why taxes may be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Agent Bio

Registration Closes In:

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Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Featured Presenter

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Frequently Asked Questions

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially

Who is presenting?

We partner with various local financial professionals that have the credentials, background and knowledge to help people learn how to plan for a successful retirement.

Agent-Name of Agent-Company will be the featured presenter for this seminar.

Who is this presentation for?

Our workshops are meant for anyone who has recently entered retirement or is nearing retirement anytime in the next 1 to 10 years. Anyone who wants to make sure they have covered all their bases and have the knowledge they need to create a comprehensive retirement income plan that they can be confident in will want to attend this workshop.

Will there be a “sales pitch”?

No, our workshops are strictly informational. While our presenters may provide information on their company and services, guests have no obligation to engage with any Taxes Declassified speakers during or after the workshop. We do vet out our presenters to make sure we have qualified and knowledgeable financial professionals presenting who specialize in various areas of retirement planning.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Agent-Disclosure

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.