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The Rising-Tax Risk in Retirement

Eliminate the Silent Partner in Your Retirement, the IRS, & Reduce Your Taxes In Retirement

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Thank you for registering for our upcoming webinars. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Webinar Date & Time:

– Tuesday, September 10 at 12:30 p.m. EDT

– Wednesday, September 11 at 6:30 p.m. EDT

– Thursday, September 12 at 6:30 p.m. EDT

Please join the webinar 5-10 minutes in advance to avoid any disruptions once the presentation begins.

What now?

You will receive an email confirmation from [email protected] with your registration details and the link to join the webinar. Please add this email address to your contact or safe sender list, as you will not be able to join the presentation without your unique link. We will also send you reminder emails as the event draws nearer. Alex, our designated event concierge, will also reach out via phone to confirm your attendance and answer any questions leading up to the event.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to speaking with you!

Dan Brooks, CFEd®, CLTC®
President & Founder of Xexis Private Wealth

AS FEATURED ON:

Watch some of Dan’s enlightening interview clips now: https://bit.ly/3veOqc

© 2024 Taxes Declassified | Privacy Policy

Dan Brooks and/or Xexis Private Wealth, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other.

For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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 a discussion of life insurance and annuities or a possible advisory relationship. 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.