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Complimentary Dinner Event at The Boathouse at Sunday Park in Midlothian, VA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and 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.

MENU
Enjoy your choice of entrée featuring either steak or chicken along with a side salad, mashed potatoes, and seasonal vegetables finished with a dessert.

Event Details

The Boathouse at Sunday Park
4602 Millridge Pkwy., Midlothian, VA 23112

Event Options:

– Tuesday, September 13 at 6:30 p.m.

– Thursday, September 15 at 6:30 p.m.

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Join us for a complimentary meal and special presentation at The Boathouse at Sunday Park while we discuss the following important topics for those in or nearing retirement:

What we’ll cover:

  • 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 income¹.
  • 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 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. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

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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:

Jessica Cervinka
President | Kingsguard Capital
When the Great Recession and a major health issue turned her father’s retirement dreams into a nightmare, Jessica was inspired to refocus her career on retirement planning. She opened her own insurance agency in 2013 and helped hundreds of families safeguard their life savings from similar heartache. She went on to found Kingsguard Capital in 2018, where she focuses on providing clients with well-thought-out strategies for financial independence.

Jessica is a financial professional and fiduciary who can offer investment and insurance products and services. Because financial education is one of her biggest passions, Jessica’s mission is to provide clients with the guidance they need in an easy-to-understand style. Her dedication to education is reflected in every step of Kingsguard’s planning process. Headquartered in Virginia, Kingsguard also serves clients from its Florida office.

Jessica, her husband of 30 years and her five sons, live in Powhatan, Virginia, with their German shepherds and flock of chickens. When not helping clients, Jessica can be found playing music with her family, enjoying a home-cooked meal or simply relishing all aspects of country living.
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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

Advisory services are offered through Kingsguard Capital LLC, a Registered Investment Adviser in the state of Virginia & Florida. Insurance products and services are offered through Safegrowth Financial LLC, an affiliated company. Kingsguard Capital is a Registered Investment Adviser firm CRD# 296945

No insurance agents or advisers for retirees and pre-retirees ages 55 to 75.

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.