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How Tax Planning Changes Through Four Stages of Retirement

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

Your Event Date & Time:

- Tuesday, October 15 at 6:30 p.m.

- Thursday, October 17 at 6:30 p.m.

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Thank you for registering for our upcoming event at Tommy’s Seafood Restaurant & Oyster Bar located at 2555 Bay Area Blvd, Houston, TX 77058. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Tuesday, October 15 at 6:30 p.m.

– Thursday, October 17 at 6:30 p.m.

Special Directions: This event will take place in the Wine Room. Please arrive 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Justin Haywood
President & Founder - Haywood Wealth Management

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Texas State License Number: 1941482

Haywood Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HWM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HWM unless a client service agreement is in place.

Haywood Wealth Management, LLC is not a law firm, or Certified Public Accountant. HWM does not provide legal or tax services. HWM does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. HWM is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.

HWM is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk-managed investment solutions. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.