Clinton, MA | RIP Seminar | January 2024 | ARE-15723 – Thank You

Complimentary Dinner at Stonewood Grill & Tavern in Sarasota, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Stonewood Grill & Tavern
5415 University Parkway
Sarasota, FL 34201

Dinner Options:

– Monday, August 21st at 6:00 p.m.

– Wednesday, August 23rd at 6:00 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

MENU

SALAD STONEWOOD SALAD Fresh Mixed Greens, Hardwood Smoked Bacon, Bleu Cheese Crumbles, Grape Tomatoes, Dried Cranberries, Red Onion, Blackened Walnuts, Croutons, Housemade Bleu Cheese Vinaigrette

ENTRÉE CHOICE 14oz RIBEYE WITH SAUTEED MUSHROOMS Oaked Grilled, Seasoned with our signature house seasoning, served with our Garlic Mash Potatoes

SHRIMP AND SCALLOPS WITH BEURRE BLANC SAUCE Oak Grilled, Herb Butter, House Seasoning Asparagus, Poblano Rice

PEACH BOURBON PORK CHOP Bone-in center cut pork chop, perfectly oak grilled and finished with our peach Four Roses bourbon glaze. Garlic mashed potatoes and fresh sautéed baby kale.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Stonewood Grill & Tavern . We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2023².
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 help 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.
And much more!

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 laws³ and how they may impact your retirement income¹.
How you may be able 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 minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Joshua Storey, Owner & Financial Advisor | Candor Wealth Strategies

Joshua Storey has been in the financial services industry for 10 years. He serves clients with diligence, sincerity and drive. He prides himself on being able to connect with clients naturally and authentically. He explains complex rules and concepts in an easily understandable way, reducing the clients’ overwhelming feelings often associated with finances.

He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service and performance to clients and their families while adhering to the highest fiduciary standards.

Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to prepare clients for their best financial future.

He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.

In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends.

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

²https://www.ssa.gov/cola/

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

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Candor Wealth 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with the Social Security Administration or any other government agency. 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.