De Pere, WI | TAX Dinner | January 2024 | ARE-15245

Complimentary Dinner at The Union Hotel & Restaurant in De Pere, WI

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Event Details

The Union Hotel & Restaurant
200 N Broadway
De Pere, WI 54115

Dinner Options:

– Union Hotel on January 17 at 5:30 p.m.
– Union Hotel on January 18 at 5:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

MENU
Your choice of a Tenderloin, Baked Atlantic Salmon or Chicken Cordon Bleu entrée.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Union Hotel & Restaurant. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2024¹.
The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
Why taxes can 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 help 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 you may be able to avoid them.

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!

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 laws² and how they may impact your retirement income³.
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 and tax minimization strategy.

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

Meet Your Host

Chad Hudziak, Partner | Midwest Retirement Solutions

Chad has worked hard to become a values-based financial professional, specializing in retirement income planning. He helps individuals and families create Financial Road Maps™ and, more importantly, helps them achieve their goals and fulfill the values they hold most dear.

A native of Wisconsin, Chad began his career as a computer consultant. During that time, he worked with many local companies in the design and implementation phases of technology projects. In 2007, Chad changed paths and became a partner with Wisconsin Retirement and Insurance Advisors and later founded Midwest Retirement Solutions.

Today, Chad represents multiple national companies as an independent insurance agent and works in conjunction with area attorneys with a focus on estate and business planning. He holds an insurance license in Wisconsin.

In his spare time, Chad enjoys boating, golfing and outdoor sports. He and his wife, Samantha, live in De Pere with their two dogs, Copper and Piper.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

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.