Taxes DeclassifiedTaxes Declassified
Join your local host at McQueen Park Activity Center on Tuesday, March 4 at 6:30 p.m., Thursday, March 6 at 6:30 p.m., or Saturday, March 8 at 10:30 a.m. for a timely and informative tax minimization and retirement planning seminar. During this event, we’ll discuss:
Seating is limited. This is a no-cost, no-obligation event.
McQueen Park Activity Center
510 N. Horne St, Gilbert, AZ 85233
– Tuesday, March 4 at 6:30 p.m.
– Thursday, March 6 at 6:30 p.m.
– Saturday, March 8 at 10:30 a.m.
Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes helping retirees transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.
Mike was also trained for 14 years as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, Mike was a commentator for over 12 years on San Diego Radio airwaves, discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600.
CA License #0A08613 FL License #W813163
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement planning…
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for
Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Who is presenting?
Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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!
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Mike Savarese offers Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an investment advisor. America’s Advisory Group, Taxes Declassified, and CreativeOne Securities, LLC are not affiliated. Licensed insurance professional.
3111 Camino Del Rio N
Suite 400
San Diego, CA 92108
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.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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.