Complimentary Dinner at La Brisa Mexican Grill in League City, TX

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

La Brisa Mexican Grill
501 North Wesley Drive
League City, TX 77573

Dinner Options:

– Tuesday, August 29th at 6:00 p.m.

– Wednesday, August 30th at 6:00 p.m.

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

MENU

Chicken and beef fajitas, prepared with grilled onions, tomatoes, poblano peppers, fresh onion, and cilantro. Rice, beans & fresh flour tortillas will also be served. Guacamole, pico de gallo, sour cream, shredded cheese, chips, green and red salsa is also included.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at La Brisa Mexican Grill. 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!

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Hours
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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 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!

Yes, I Want To Attend

Meet Your Host

Justin Haywood,

President & Founder - Haywood Wealth Management
Justin is a Certified Financial Planner™ professional with nearly a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial success. His areas of expertise include retirement, tax, insurance, and estate planning as well as managing client investments.

Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.

Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. As a fiduciary, he always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.
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© 2023 Taxes Declassified | Privacy Policy

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

Haywood Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HWM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HWM unless a client service agreement is in place.
Haywood Wealth Management, LLC is not a law firm, or Certified Public Accountant. HWM does not provide legal or tax services. HWM does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. HWM is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.
HWM is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk managed investment solutions.

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.