Important Webinar for FL Residents
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Optimizing Your Tax Strategy & Surviving Market Volatility

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

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • What’s new and changing for taxes and Social Security in 2024.²
  • 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 help 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.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
  • And MUCH more.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Date & Time

– Tuesday, January 9 at 6:00 p.m. EST

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial 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 you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

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FEATURED PRESENTER:

Adam D. Parks, AIF®
Financial Advisor & President/CEO of Trinity Wealth Management Group
Adam Parks founded Trinity Wealth Management Group in 2015 as an alternative to the ‘big box’ firms of today. A private, wealth-management team that focuses on the fiduciary obligation to their clients through independent, objective, fee-based advice. Partnering with Cambridge Investment Research, an award-winning broker dealer, he can offer honest advice for the benefit of the client, not the company.

Acting in a fiduciary capacity for his clients, Adam holds himself to a higher standard and acts with the client’s best interest ahead of his own. As an Investment Advisor Representative and Accredited Investment Fiduciary AIF®, Adam holds his Series 7 and Series 66 securities registrations as well as Life and Health Insurance licenses. Adam was an Economics Major at Western Illinois University and graduate of Judson University.

Adam is an instructor at the University of South Florida (USF) and also served in the U.S. Army Reserves for six years from 1992 to 1998.

A familiar position on the many Executive Board of directorships, Adam has held several posts including Naperville, Illinois Chamber of Commerce and was the lead Ambassador for Blessings in a Backpack, a program to end child hunger. A Paul Harris Rotary member, he was voted Rookie Rotarian of the year 2013, helped to raise $80,000 for Soups on. Before relocating from Illinois to Tampa in 2015, Adam was voted Best Investment Advisor by Naperville Magazine in 2013-15. Since then he has been the President of his Business Networking International group in Lutz, FL and continues his philanthropic work through hosting fundraising events for childhood cancer research.

Adam’s primary focus is working with business owners and entrepreneurs, building close relationships with his clients and their families to learn what is important to them, helping them to establish meaningful and specific goals that reflect their values, and then constructing comprehensive financial plans to help them pursue their financial goals.

Adam is married with two daughters and in his free time he enjoys spending time with his family doing what they all love to do; travel, boating and spending time together exploring Florida’s many sights. Adam is a super fan of Caliroots and Reggae music and enjoys combining his passion for retirement planning with his love of the music to help musicians plan for their retirement.
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© 2024 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

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Fixed insurance offered through Trinity Wealth Management Group. Cambridge and Trinity Wealth Management Group are not affiliated. Cambridge does not offer legal or tax advice. For information about your investment professional, please visit BrokerCheck for more information. Securities offered in AR, MO, NV, NJ, VA, WV, MA, FL, CA, CO, GA, IL, IA, UT, DC, NC, NY, AK, VA, NM, OH, PA, TX, WA, WV. Insurance offered in FL, IL, IA, CA, TX, NV, VA, UT.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.