Taxes Declassified
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Complimentary heavy hors d’oeuvres, beer, wine and soft drinks.
Event Details
Circe Prime (formerly Chapel Grille)
3000 Chapel View Blvd
Cranston, RI 02920
Event Options:
– Thursday, June 5 at 6:15 p.m.
Seating is limited. Complimentary hors d’oeuvres and beverages will be served. There is no charge to attend!
Event Details
Circe Prime (formerly Chapel Grille)
3000 Chapel View Blvd
Cranston, RI 02920
Event Options:
– Thursday, June 5 at 6:15 p.m.
MENU
Complimentary heavy hors d’oeuvres, beer, wine and soft drinks.
Seating is limited. Complimentary hors d’oeuvres and beverages will be served. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.
Join us for complimentary hors d’oeuvres and an informative presentation at Circe Prime (formerly Chapel Grille) where we will discuss the following important topics:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits & minimize your taxation in retirement?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable financial professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Jim is the Founder and President of Greenwich Bay Wealth Management. He began his investment career in 1991 and is celebrating 28 years of providing financial guidance to his clients. Jim specializes in designing, implementing and managing corporate retirement plans as well as providing unbiased financial advice for his clients’ retirement goals.
Jim is a Park Avenue Securities, LLC Registered Principal and currently holds numerous registrations including Series 6, 63, 65, 7, as well as Life, and Health Insurance licenses. Jim is a graduate of the University of Connecticut School of Business.
Outside of the office he enjoys spending time with his 3 children – Zach, Liv and Jake as well as snowboarding, and competing in triathlons.
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Greenwich Bay Wealth Management offers insurance products and services. Greenwich Bay Wealth Management and Taxes Declassified are unaffiliated companies. Licensed Insurance Professional.
Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: [35 Braintree Hill Office Park, Suite 106 Braintree, MA 02184], [(401)884-7707]
James Joly is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 508-6867800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. GREENWICH BAY WEALTH MANAGEMENT is not an affiliate or subsidiary of PAS or Guardian. GREENWICH BAY WEALTH MANAGEMENT is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
The Social Security Administration has not approved, endorsed, or authorized this presentation. Contact the Social Security Administration for complete details regarding eligibility for benefits.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only.
Tax Declassified is not affiliated with Guardian or its subsidiaries.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.