Vero Beach, FL | Social Security & Taxes Seminar | May 2025 | ARE-18638

Timely Event at Intergenerational Recreation Center in Vero Beach, FL

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

Intergenerational Recreation Center
1590 9th St SW
Vero Beach, FL 32962

Event Options:

– Tuesday, May 27 at 6:00 p.m.

– Thursday, May 29 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Event Details

Intergenerational Recreation Center
1590 9th St SW
Vero Beach, FL 32962

Event Options:

– Tuesday, May 27 at 6:00 p.m.

– Thursday, May 29 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.

Join us for a special event at Intergenerational Recreation Center where we will discuss the following important topics:

What’s new and changing for Social Security and taxes in 2025.
The changing financial landscape for those approaching retirement.
The impact that proposed changes to tax laws, market volatility, high interest rates 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 Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
And MUCH more!

Online Form - Vero Beach, FL | Social Security & Taxes Seminar | May 2025 | ARE-18638 | OG

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

Why attend?

This presentation 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 no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits

Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Meet Your Host

Dean Statler | Founder of Pathway To Retire

Meet Dean Statler, a seasoned Tax-Efficient Retirement Income Strategist with a passion for empowering individuals to protect their financial futures during their retirement years. With a wealth of experience and expertise in the field, Dean is dedicated to providing comprehensive strategies that optimize retirement income while strategically minimizing tax obligations.

Navigating Retirement Income, Tax Efficiency Strategies, and Legacy Planning:

Dean’s expertise extends beyond Retirement Income and Tax Efficiency Strategies. He recognizes that planning for the future also involves preserving your legacy and maximizing the impact you leave behind. Dean’s holistic approach helps to ensure that his clients’ financial goals align with their desire to create a meaningful legacy for their loved ones and causes they hold dear.

What Sets Dean Apart:

Expertise: Dean leverages his team of professionals with years of specialized experience to craft sophisticated strategies that align with his clients’ retirement goals, tax efficiency, and legacy aspirations.
Personalized Approach: Understanding that no two retirements or legacies are the same, Dean takes the time to understand your financial landscape, preferences, and aspirations, helping to ensure his recommendations resonate with your unique circumstances.
Tax Efficiency: With a keen eye on maximizing both after-tax income and legacy value, Dean’s team implements strategies that not only generate tax-efficient income but also preserve and enhance your legacy.
Stable Future: Dean’s guidance is about more than just financial advice; it’s about helping to ensure a protected and fulfilling retirement while leaving a lasting legacy that reflects your values.
Family at the Core:

Dean values family deeply. He’s a proud parent to three adult children, Dean Jr., Brooke, and Samuel, who have given him the blessing of seven grandchildren. A strong family foundation drives Dean’s commitment to ensuring your financial security and leaving a lasting legacy for your loved ones.

Experience Dean’s Dedication:

Connect with Dean Statler today to embark on your journey toward a protected and fulfilling retirement and to maximize your legacy’s impact. With Dean as your guide, you’ll benefit from his unparalleled knowledge, commitment to client success, and a strategic approach that paves the way for a confident retirement and meaningful legacy planning. Take the first step towards a retirement and legacy that reflect your goals and aspirations by partnering with Dean Statler. Your future awaits – and it’s brighter than ever before.

Dean Statler (NPN#8927134) is a licensed Life, Health, and Annuity agent in Florida (License Number: P069240) and Registered Investment Advisor Representative under Virtue Capital Management, (CRD# 7005156) – Investment Adviser (sec.gov). Investment advisory services are provided through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pathway To Retire LLC (PTR) operate independently. For a full description of investment risks, fees, and services, please review the Virtue Capital Management firm brochure (ADV Part 2A), available from your Investment Advisor Representative or by contacting Virtue Capital Management. This information is not intended as tax or legal advice and should not be used as such. You are encouraged to seek tax or legal advice from an independent professional. The content on this website is for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives. 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.