Worcester, MA | Taxes & Retirement Dinner | March 2022

COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Complimentary Dinner at O'Connor's Restaurant & Bar in Worcester, MA

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

MENU
Your choice of entrée: Guinness Pie, Baked Chicken, Boston Baked Schrod or NY Sirloin.

Event Details

O’Connor’s Restaurant & Bar
1160 W Boylston St
Worcester, MA 01606

Dinner Options:

– O’Connor’s on March 22 at 6:00 p.m.

– O’Connor’s on March 24 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at O’Connor’s Restaurant & Bar. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

Recent changes to taxes and Social Security benefits that you need to know.
Key steps you may be able to take to defend your retirement from unnecessary taxes.
Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
How you may be able to protect your retirement from market volatility.
When to take Social Security, how it is taxed and how to avoid potential tax traps.
How to help ensure you won’t OUTLIVE your money in retirement.
3 of the biggest tax mistakes Baby Boomers make.
Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
And MUCH more!

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 laws and how they may impact your retirement income.
How 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 strategy.

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

Meet Your Host

Greg Lavelle, MBA, Founder | Retirement Advisers

The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Securities offered through Client One Securities, LLC Member FINRA/SIPC. Retirement Advisers and Client One Securities, LLC are not affiliated.

Gregory Lavelle, RetirementAdvisers.net
195 Park Avenue
Worcester, MA 01609

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.