Complimentary Meal at The Hangar Restaurant & Flight Lounge in St. Petersburg, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

The Hangar Restaurant & Flight Lounge
Albert Whitted Airport, 540 1st St S
St. Petersburg, FL 33701

Meal Options:

– Wednesday, June 15 at 6:00 p.m.

– Thursday, June 16 at 11:30 a.m.

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

Lunch Menu

Enjoy your choice of lunch entrée featuring the Oven Roasted Chicken Sandwich, Flying Fish Tacos, Hangar Burger, or Hummus & Veggie Wrap served with house-made Yukon Gold Potato Chips.

Dinner Menu

Enjoy your choice of Spring Garden Salad or Caesar Salad along with your choice of dinner entrée featuring the Grilled Hangar Steak, Grilled Organic Salmon, Airline Chicken Breast, or Truffle & Wild Mushroom Ravioli.

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at The Hangar Restaurant & Flight Lounge. 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:

  • What’s changing for taxes and Social Security in 2022.
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • Powerful tax strategies that can potentially generate tax-free retirement income.
  • When to claim Social Security in order to minimize tax consequences and maximize your benefits
  • How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
  • How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • Understanding other common risks and mistakes that may derail your retirement plans and how 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
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!

Yes, I Want To Attend

Meet Your Host

Douglas Homeyer, CLU®, LUTCF®, RHU®

President | Benefits Plus Financial, LLC.
Doug Homeyer is a proud servant of the St. Petersburg community who brings more than 38 years of experience to his mission as the founder and president of Benefits Plus Financial. Doug’s passion and purpose is to help people make the most positive choices with their financial planning and retirement planning, and as a highly qualified CLU®, LUTCF®, RHU®, he takes a holistic approach with everyone from beginners to seasoned investors. “You don’t know what you don’t know” is Doug’s motto, and he’s here to give you the confidence and peace of mind that can be yours as you master your current and future financial outlook.

For Doug, financial planning is really a family legacy: his father and mentor, Curtis G. Homeyer, CLU®, CHFC®, served and assisted clients in his own practice for over 50 years. Since moving to St. Pete with his family from Little Rock, AK, Doug has jumped into the rich local culture with both feet. He’s a member of the St. Petersburg Chamber of Commerce, volunteers for the city, and enjoys all the outdoor recreational activities that the Florida sunshine has to offer. Give Doug a call, whatever the situation may be, and you’ll find that he really believes in that old saying: “I’ve never met a stranger.”
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© 2022 Taxes Declassified | Privacy Policy

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

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.