Complimentary Workshop at Brielle Public Library in Brielle, NJ

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.

Event Details

Brielle Public Library
610 South St.Brielle, NJ 08730

Event Options:

– Brielle Public Library on November 29 at 6:00 p.m.

– Webinar on December 1 at 6:00 p.m.

Join us for a special presentation at Brielle Public Library 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.
  • And much more!

This event is not sponsored or affiliated with the Brielle Public Library. 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!


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


Joel Russo
J.W. Cole Financial, Inc.

Joel Russo is a native to New Jersey and has been in the Financial Services Industry for over 30 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement.

Unlike many Financial Planners, Joel specializes in the retirement market, the over 50 crowd, and has dedicated his practice to informing this community with workshops on topics relating to conservative alternatives.

Joel’s Over 50 area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement savings. Joel’s passion then became helping his clients to avoid some common mistakes made by those entering or in the retirement phase.

Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation.

Understanding that continued learning is essential in order to adapt and evolve in an ever-changing financial industry is one of the factors that earned Joel a spot in the National Register’s Who’s Who in Executive and professionals, which is registered at the Library of Congress in Washington, D.C.

Joel and his wife, Gina, have three daughters and a granddaughter and reside in Monmouth County.

© 2022 Taxes Declassified | Privacy Policy




Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. NJ Retirement Planning, LLC and JWC are unaffiliated entities.

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