Wilmington, NC | Taxes & Retirement Dinner | June 2026

Complimentary Dinner at Port Land Grille in Wilmington, NC

Minimizing Taxes in Retirement

What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing

Event Details

Port Land Grille
1908 Eastwood Rd
Wilmington, NC 28403

Dinner Options:

– Tuesday, June 16 at 6:00 p.m.

– Thursday, June 18 at 6:00 p.m.

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

MENU
Fish, Steak, Chicken, or Pork.

Event Details

Port Land Grille
1908 Eastwood Rd
Wilmington, NC 28403

Dinner Options:

– Tuesday, June 16 at 6:00 p.m.

– Thursday, June 18 at 6:00 p.m.

MENU
Fish, Steak, Chicken, or Pork.

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

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Port Land Grille. 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:

The impact of changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s new and changing for taxes and Social Security in 2026.
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.
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 disrupt your retirement and you may be able to avoid them.

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 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 laws and how they may impact your retirement income.
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

Steven Goodman | Crestmont Wealth Partners

Steven M. Goodman, MBA, NSSA (National Social Security Advisor), is a senior wealth management professional with 20+ years in financial services and 10 years advising individuals and families through retirement. He is known for bringing order to complexity—integrating tax strategy, retirement income planning, Social Security optimization, and Medicare/IRMAA planning into a disciplined framework designed to perform in both calm and uncertain markets.

Steven’s planning philosophy is rooted in rigorous financial analysis. He began his career as a credit analyst at Provident Bank and Federated Department Stores, then advanced to CitiFinancial, where he evaluated lending risk and later moved into business and capital markets analysis focused on valuation and risk management. That foundation continues to shape how he builds portfolios and retirement strategies: methodical, stress-tested, and aligned to real-world decision points.

He holds an MBA in Finance, has completed extensive post-graduate coursework in accounting and federal taxation, and is eligible to sit for the CPA exam. He is also progressing toward the CFP® designation and serves as a FINRA Arbitrator, reflecting a deep command of industry standards, process, and fiduciary-minded judgment.

Steven is the author of the forthcoming book Retirement Reset and has been featured in national media including MSNBC, Fox News, and MarketWatch.

Your Host

Steven Goodman | Crestmont Wealth Partners

Steven Goodman is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Steven Goodman is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Dominion Wealth and Taxes Declassified are separate entities and not affiliated with CoreCap Investments or CoreCap Advisors. 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.