Complimentary Workshop at Lone Star College in The Woodlands, TX

Optimizing Your Tax Strategy

Gain Control of Your Taxes, Income and Social Security Benefits in Retirement

Event Details

Lone Star College – Creekside Center
8747 W New Harmony Trail, The Woodlands, TX 77375

Event Options:
Tuesday, July 12 at 6:30 p.m.
OR
Thursday, July 14 at 6:30 p.m.

RSVP NOW!

Seating is limited. Nothing will be sold at this event and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for a special workshop at Lone Star College – Creekside Center while we discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

What we’ll cover:

  • How Biden’s proposed tax laws* may impact your retirement income.
  • What’s changing for taxes and Social Security in 2022.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to help protect your savings from heavy, unnecessary taxes.
  • How you may be able to lock-in historically low tax rates now, before taxes increase.
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
  • How you may be able to create tax-free retirement income and potentially lower your tax bracket in retirement.
  • The effect inflation, Social Security and Medicare can have on your retirement.
  • And MUCH more!

Sign Up Below

Complimentary Workshop Registration

Seating is limited. Sign up today to guarantee your seat(s)!

This is an informational event. No products will be discussed and nothing will be sold.

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

FEATURED PRESENTERS:

Daniel Martin
President | The Wehrly Group

Daniel Martin has been assisting pre-retirees and retirees for years in the great state of Texas. He has helped countless clients preserve their assets, increase their retirement income, and reduce their taxes. He has shown great compassion for his clients by digging into, not only the financial aspects but how their very own taxes can help or hurt their overall financial situation. On top of being a valuable financial advisor, he also is our president and oversees our tax preparation division.

Daniel attributes his success to his Lord and Savior, Jesus Christ, first and foremost, along with a great team of passionate co-workers. Daniel and his wonderful wife, Erricka, have six children: three boys and three girls. They lead the Marriage Ministry and lead a homegroup for their church, love spending time with the family traveling, and soak up all the time they can get with their grandbabies.

Patrick Wehrly
CEO | The Wehrly Group

Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. His love of learning helps ensure that our office is up on the latest information and products designed to fit any retirement plan.

Away from the office, Patrick enjoys serving in ministry, sailing and spending time with his family and pets.

SIGN UP NOW!

© 2022 Taxes Declassified | Privacy Policy

¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.


*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html


https://grow.acorns.com/national-debt-vs-deficit/

³ https://www.lfg.com/wcs-static/pdf/68%20percent%20The%20underrated%20impact%20of%20taxes%20on%20retireme.pdf

Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov.

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation

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.