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Complimentary Workshop at University of West Florida - Nautilus Chamber in Pensacola, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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 workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Special Directions & Important Information: This workshop will take place in the Conference Room (Nautilus Chamber) of Building 22. Please arrive 15 minutes early to allow time to park, check-in and be seated. We advise you to view the campus map for reference on how to navigate campus and locate the workshop building: https://bit.ly/3jBggdK

Event Details

University of West Florida – Nautilus Chamber
11000 University Pkwy, Pensacola, FL 32514

Event Options:

– University of West Florida on February 22 at 6:00 p.m.

– University of West Florida on February 23 at 6:30 p.m.

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Join us for a special presentation at University of West Florida – Nautilus Chamber 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.

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

REGISTRATION CLOSES IN:

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Why attend?

This workshop combines two 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.

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 save thousands of dollars.
Cropped shot of a senior couple sitting together and going over their financial documents together in their home
FEATURED PRESENTERS:
Brett Wingate
President, The Wingate Group, Inc.

Brett, along with his wife, Autumn, co-founded The Wingate Group, Inc. in 2018. Brett serves as the General Agent and Senior Advisor for the firm. Brett has over 25 years management and leadership experience and has a master’s degree in business and organizational management. He has been recognized as a top advisor and manager by some of the best companies in the financial industry. Brett is a Registered Financial Consultant (RFC) and also a multi-year Million Dollar Round Table (MDRT) qualifier, which is a highly recognized achievement that illustrates his dedication to clients.

Brett works with individuals and business owners by offering holistic financial planning, retirement income planning, investment management, and business success planning. Brett enjoys spending his time-off traveling with his family, hunting, fishing, or golfing.

FL License #: P094949

Robert Hughes
Managing Partner, The Wingate Group, Inc.

Rob has a passion for helping others and brings 20 years of accounting, finance, and management experience to our group. Rob has a bachelor’s degree in Accountancy from Auburn University and a Master’s in Business Administration from Chadron State. Rob is a Million Dollar Round Table (MDRT) qualifier.

FL License #: P199695

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© 2023 Taxes Declassified | Privacy Policy

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

* Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.

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.