Coral Springs, FL | Taxes & Retirement Dinner | May 2022

Complimentary Dinner at Runyon's in Coral Springs, FL

Surviving Market Volatility & Optimizing Your Tax Strategy

Keep More of Your Hard-Earned Money in Retirement

Event Details

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

Dinner Options:

– Runyon’s on May 17 at 6:30 p.m.

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

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

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Runyon’s. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2022.
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 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.

Online Form - Coral Springs, FL | Taxes & Retirement Dinner | May 2022 | ARE-12042

This event is meant for FL primary residences.
Privacy Policy: 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!

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 laws and how they may impact your retirement income.
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 strategy.

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

Meet Your Host

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.

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.