Heathrow, FL | TAX Dinner | April 2024 | ARE-15857

Complimentary Dinner at Stonewood Grille & Tavern in Heathrow, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Stonewood Grille & Tavern
1210 International Pkwy
Heathrow, FL 32746

Dinner Options:

– Stonewood Grill & Tavern on April 9 at 6:30 p.m.
– Stonewood Grill & Tavern on April 11 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

MENU
Your choice of a steak, chicken or fish entrée.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Stonewood Grille & Tavern. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2024¹.
The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
Why taxes can 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 changes go into effect.
Planning for longevity, inflation and future tax increases to help 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 you may be able to avoid them.

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.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

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

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws² and how they may impact your retirement income³.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Marci Hodge , President | Faithful Financial Group

In 2004 Marci and her husband Duncan moved to Deland, Florida, where she started a successful career as an Investment Advisor Representative and Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their Retirement Puzzle. Marci has helped thousands of people to navigate through the seemingly daunting process of retirement planning: how to plan for positive and stable cash flow and growth when in retirement, how to pick the right Medicare plan, putting strategies in place to help prevent assets from being drained in a nursing home situation, how to leave money to the kids and not the government, and how to keep investments protected from a stock market downturn.

As a retirement professional, Marci offers clients unique experiences to help them prepare for a successful retirement with greater confidence instead of unnecessary worries that can occur without a good, solid plan.

It is important to Marci that her clients fully understand the products for insurance and investments and how they work. She takes the time to sit with each client to simplify the financial and Medicare process — free from complicated jargon — while helping to ensure that the approach they choose is right for them. Everyone has different needs and goals, and acting as a Fiduciary Advisor, the most important obligation Marci has is that any plan is based on her client’s retirement income needs and goals. Assisting and informing clients on how to protect themselves and their families from the costs of a long-term illness, as well as new ways to pass their financial legacies to their loved ones and minimize tax burdens is what she truly enjoys in her career. Contact Marci Hodge to begin the path to the confidence that comes when you are living your best life in your retirement.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and the Faithful Financial Group are not affiliated companies.

The information and opinions expressed herein are obtained from sources believed to be reliable. However, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

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.