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Complimentary Dinner Event at Runyon's in Coral Springs, FL

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 legislation³ 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 a complimentary meal and enlightening presentation 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

Runyon’s
9810 W Sample Rd, Coral Springs, FL 33065

Event Options:

– Tuesday, October 18 at 6:30 p.m.

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MENU
Your choice of tossed or Caesar salad, accompanied by an entrée of either Sliced Tenderloin or Chicken Françoise.

Join us for a complimentary meal and special presentation at Runyon’s while we discuss the following important topics for those in or nearing retirement.

What we’ll cover:

  • 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!

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

REGISTRATION CLOSES IN:

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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

FEATURED PRESENTER:

Robert Butmankiewicz
Safety 1st Financial Group
Rob Butmankiewicz was raised in Brooklyn, New York, and has lived in South Florida for 26 years. Rob is the proud father of three daughters: Faith (13), Milana (11) and Alysia (8). As a provider of retirement income strategies, Rob shows his clients ways they can protect and grow their retirement savings without market risk. He knows not every product will be right for every person. That’s why he takes the time to help make the correct kind of plan for people based on their individual risk tolerance. Rob is very proud to be an approved member of the National Ethics Association. He believes that honesty, integrity, and the truth are more important than anything, and he established SAFETY 1st Financial Group to help his clients eliminate as much confusion as possible in planning for their retirement future. SAFETY 1st Financial Group and Rob Butmankiewicz are diligent in helping their customers achieve their long-term financial objectives through insurance products. Rob believes everyone should have someone with honesty, integrity, and a commitment to help make things simpler and less complicated. Rob is active within the community. He is involved with fundraising events for Palm Beach, Broward, and Dade public schools, where he helps teachers raise money for charitable events, give-back nights, and assist those in need.
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© 2022 Taxes Declassified | Privacy Policy

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

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

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

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

No alcohol allowed during the presentation. This event is not for insurance agents or other financial professionals not affiliated with SAFETY 1st Financial Group.

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.