Complimentary Event at Holiday Inn Express | Corpus Christi in Corpus Christi, TX

Optimizing Your Tax Strategy & Surviving Market Volatility

An enlightening presentation for those in or nearing retirement looking to preserve their hard-earned assets. Here's what we'll cover:

  • Do you have a looming Income Tax Monster?
  • How will future income and tax rates affect YOU?
  • Techniques to lower your long-term Income Tax Bill.
  • How income taxes affect Social Security.
  • How to put together an Income Tax Reduction Plan.
  • What do future federal tax rates look like?
  • How are your Social Security payments taxed?
  • Do you actually have a plan or are you avoiding facing the income tax challenge?

Event Details

Holiday Inn Express | Corpus Christi
5213 Oakhurst Dr, Corpus Christi, TX 78411

Dates & Times

– Tuesday, January 30 at 2:30 p.m.

– Tuesday, January 30 at 6:30 p.m.

*The strategies discussed during this event are best suited for those with at least $300,000 in investible assets.


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!


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

Adam Gulin | Fiduciary & Tax Reduction Specialist with 42 Years of Investment & Insurance Experience | Pinpoint Financial Planning Group

Adam was born in Baltimore, Maryland and is a first-generation American on his father’s side of the family. He moved to San Antonio as a child, and his sister and brother still call San Antonio home. Adam’s brother, along with many uncles and cousins, served faithfully in the US Military. Adam has family members who work for the Federal Government in Washington, D.C. In his spare time, he’s a sports enthusiast and enjoys picking up a microphone at the occasional karaoke outing.

TX License: #1923588

© 2024 Taxes Declassified | Privacy Policy




TX License: #1923588

Advisory services offered through Safe Harbor Financial Planning Group, LLC a Registered Investment Adviser.

Safe Harbor Financial Planning Group, LLC & Pinpoint Financial Group 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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.