Complimentary Workshop at Methodist University in Fayetteville, NC

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

These workshops will be held in the Reeves School of Business (Clark Hall) on the Methodist University Campus. Free parking will be available.

Event Details

Methodist University
130 Joe Stout View Dr
Fayetteville, NC 28311

Workshop Options:

– Methodist University on June 28 at 6:00 p.m.
– Methodist University on June 30 at 6:00 p.m.

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Seating is limited. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Methodist University. 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:

  • Recent changes to taxes and Social Security benefits that you may need to know.
  • Key steps you may be able to take to defend your retirement from unnecessary taxes.
  • Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
  • How you may be able to protect your retirement from market volatility.
  • When to take Social Security, how it is taxed and how you may be able to avoid potential tax traps.
  • How to help ensure you won’t OUTLIVE your money in retirement.
  • 3 of the biggest tax mistakes Baby Boomers make.
  • Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!

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 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!

Yes, I Want To Attend

Meet Your Host

Desmond Taylor, MSF | CLC Financial Services

Persistent and purposeful, Desmond Taylor’s passion is teaching and behavioral finance. His expertise in financial analysis simplifies the complex instruments financial institutions employ, helping to build clients’ confidence along the way.

Desmond loves seeing people happy with the work he does. This motivates him to be precise and careful, helping to ensure the client understands all the moving parts of their holistic, generational wealth strategy.

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© 2022 Taxes Declassified | Privacy Policy

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and Client One Securities, LLC are not affiliated.

CLC Financial Services, LLC
2565 Ravenhill Dr, Ste 2D
Fayetteville, NC 28303

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.