Belleville, IL | Taxes & Retirement Workshop | March 2023 ARE-13795

Complimentary Workshop at Southwestern Illinois College in Belleville, IL

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 an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

This event will be held in the Liberal Arts Building in Room 1220.

For easiest access, please use the parking lot off of Carlyle Avenue.

Event Details

Southwestern Illinois College
2500 Carlyle Ave., Belleville, IL 62221

Event Options:

– Thursday, March 9 at 6:30 p.m.

This event is not sponsored or affiliated with the Southwestern Illinois College.

Join us for a special presentation at Southwestern Illinois College while we discuss the following important topics for those in or nearing retirement:

What’s changing for taxes and Social Security in 2023².
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.

Online Form - Belleville, IL | Taxes & Retirement Workshop | March 2023 ARE-13795

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

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.

FEATURED PRESENTER:

Zachary Buettner

President of Buettner Retirement Strategies

Zach Buettner is a Licensed Insurance Professional and has been dedicated to serving the retirement income needs of his clients since 2015. He creates customized strategies to help create a retirement income stream, plan for taxes and legacy issues, as well as review Medicare and Social Security options. Offering personalized service in an honest, thorough and caring way, he prides himself on leaving no stone unturned when designing each client plan. He does his best to simplify the complex to create a sense of ease so that clients feel comfortable in moving into the retirement phase of life.

Drawing inspiration from his father and grandfather, Zach grew up watching the two entrepreneurial men make a difference by providing needed services and helping others in the community. “When families are financially protected, happiness increases, which leads to being better neighbors and ultimately strengthens the overall community,” said Zach. “Through my business, I want to help strengthen my community, one family at a time.”

Buettner believes it’s more important than ever for Americans to take a good look at their plan for retirement. “Americans are facing issues with their wealth every single day, whether it be inflation, taxes, fear about retiring comfortably, needing long-term care, etc. Many investment firms only focus on growing your assets. Few focus on providing income, protecting your principle or lowering your tax burden. And even fewer yet do all three of those together,” said Zach.

When Zach is not work, he enjoys spending time with his wife Hillary and daughter Briar. He coaches 7th grade Junior high basketball, plays golf, hunts and loves to try new restaurants in the St Louis area. Zach is also a graduate of Missouri State University, where he studied finance.

IL License #6490024

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

² https://www.ssa.gov/cola/

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

Investment Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Buettner Retirement Strategies and CreativeOne Wealth, LLC are not affiliated.

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.