Complimentary Workshop at Methodist University in Fayetteville, NC

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

These workshops will be held in the Reeves School of Business (Clark Hall) on the Methodist University Campus. Free parking will be available.

Event Details

Methodist University
130 Joe Stout View Dr, Fayetteville, NC 28311

Event Options:

Tuesday, August 23 at 6:00 p.m. OR
Thursday, August 25 at 6:00 p.m.

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Do you have a plan to ensure you won’t pay more than your fair share to the IRS? Join us for a special workshop at Methodist University while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes and Social Security in 2022².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income.¹
  • Why taxes may 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.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • 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 derail your retirement and how you may be able to avoid them.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. This event is not sponsored or affiliated with Methodist University.

Do you have a retirement tax strategy?

Don't miss this special event!

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Why attend?

This workshop 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 plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Cropped shot of a senior couple sitting together and going over their financial documents together in their home

FEATURED PRESENTER:

Desmond Taylor, MSF
CLC Financial Services

Persistent and purposeful, Desmond Taylor’s passion is teaching and behavioral finance. His expertise in financial analysis simplifies the complex instruments financial institutions employ, helping to build clients’ confidence along the way.

Desmond loves seeing people happy with the work he does. This motivates him to be precise and careful, helping to ensure people understand all the moving parts of their holistic, generational wealth strategy.

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© 2022 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.

CLC Financial Services, LLC
2565 Ravenhill Dr, Ste 2D
Fayetteville, NC 28303

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.