Complimentary Wine Tasting & Tax Strategy Seminar at Cugini Winery in Wellington, FL

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

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Enjoy an elegant wine tasting and food pairing from Cugini Winery.

Event Details

Cugini Winery
11630 Polo Club Road
Wellington, FL 33414

Event Options:

– Monday, April 22 at 6:30 p.m.

– Tuesday, April 23 at 6:30 p.m.

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Seating is limited. Complimentary wine and food pairings will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. 

Join us for a complimentary wine tasting and enlightening presentation at Cugini Winery. 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:

  • How the upcoming election might impact your tax strategy and retirement income.
  • 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
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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!

Yes, I Want To Attend

Meet Your Host

Geoffrey Wight | President & Financial Advisor of Assets Risk Management, LLC.
Goeffrey Wight is the founder and President of Assets Risk Management, LLC. Geoffrey believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their retirement goals. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning, and estate conservation.

Geoffrey believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. The strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet short- and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for the changing economic climate.
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© 2024 Taxes Declassified | Privacy Policy

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 Asset Risk Management are affiliated companies.

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.