Complimentary Dinner Event at Stonewood Grill in Daytona Beach, 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 legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around 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 lower your taxes.

Event Details

Stonewood Grill
2150 LPGA BlvdDaytona Beach, FL 32177

Event Options:

– Tuesday, August 2 at 6:00 p.m.

– Thursday, August 4 at 6:00 p.m.

Enjoy an entrée of your choice featuring Filet Mignon, Roasted Cedar Plank Salmon, or Tuscan Chicken.

Join us for a complimentary meal and special presentation at Stonewood Grill 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 2022.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • 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 changes 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.

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!


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


Marci Hodge
President | Faithful Financial Group

In 2004 Marci and her husband of 16 years moved to Deland, Florida, where she started a successful career as a Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their “Retirement Puzzle.” Marci has helped thousands of people to navigate through the daunting process of retirement: Medicare plans, Long Term Care Planning, Life Insurance, as well as planning ahead for a lifetime income. As a retirement professional, Marci offers complimentary consultations for clients, helping them with new fresh ways to strategize for their retirement income, keeping their hard-earned money protected while still enjoying growth, and successful strategies to make sure their retirement income doesn’t run out. She is constantly looking for new and innovative ways to help her clients save money, because “every penny counts in retirement!”

It is important to Marci that her clients fully understand the products for health insurance and retirement income and how they work. She takes the time to sit with each client and simplify the Medicare process while making sure that the plan you choose is right for you because everyone has different needs and goals. Assisting and informing clients on how to protect themselves and their families from the costs of a long-term illness, as well as new ways to pass their financial legacies to their loved ones is what she truly enjoys in her career.

Her most successful clients say that they feel confident and happy that they are in a better situation than they were before she started working with them. Contact Marci Hodge and start your path to a happier and more confident future.

© 2022 Taxes Declassified | Privacy Policy



The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

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