Augusta, GA | Taxes & Retirement Meal & Workshop | May 2022

Complimentary Meal at Bonefish Grill in Augusta, GA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Menu

Enjoy a fine dining meal with your choice of steak, chicken, or fish.

Event Details

Bonefish Grill
2911 Washington Rd.
Augusta, GA 30909

Meal Options:

– Bonefish Grill on May 17 at 11:30 a.m.

– Bonefish Grill on May 17 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 Bonefish Grill. 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!

Meet Your Host

Stephen Dyer, CFP® | Founder of Optimal Wealth Strategies

When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. Growing up and living in the CSRA has solidified my desire to call this area home.

I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the best strategies available without beholding to another’s agenda. I work together in building plans that incorporate all aspect of your financial life. Being fully licensed in for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world.

I married my wonderful wife in 2008. We currently have 3 boys. Our oldest attends EDS and our youngest just recently joined our family. My wife has been involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She still volunteers on their Board and also serves on the board of Columbia County Community Connections. I currently serve on the Diaconate where we attend at Christ Church, Presbyterian.

I look forward to meeting with you and finding out how we can help you down your financial path.

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

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm.

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.