Greenwich, CT | TAX Seminar | January 2024 | ARE-15708

Complimentary Event at Greenwich Library in Greenwich, CT

Optimizing Your Tax Strategy & Surviving Market Volatility

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

*This event is not sponsored by or affiliated with the Greenwich Library.

Event Details

Greenwich Library
101 West Putnam Avenue
Greenwich, CT 06830

Event Options:

– Greenwich Library on January 29 at 6:30 p.m.

– Greenwich Library on February 1 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Greenwich Library. 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 new for taxes and Social Security in 2024.²
Today’s challenging economic environment for retirement.
Strategies to help protect your assets from rising taxes and inflation .
When to claim Social Security to maximize your benefits.
Planning for taxes and inflation to help ensure you won’t OUTLIVE your money.
Strategies to help plan for the next market downturn .
Powerful strategies that can potentially generate tax-free retirement income.
How to prevent RMDs from turning into a big tax burden.
How customized retirement income & tax strategies can be tailored to your unique situation.
Understanding mistakes that may derail your retirement plans.

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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
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 you may be able to create a customized retirement income & tax strategy.

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

Meet Your Host

Philip Meese, Founder of Retirement-In-Focus Wealth Management

Philip Meese, Founder of Retirement-In-Focus Wealth Management, spent more than 20 years working in financial engineering for the world’s largest banks on Wall Street. He now works with local families bringing his experience in financial engineering to retirement planning and family continuity.

Philip left the corporate world to engage directly with individuals. His work now provides him with the fulfilling experience of bringing his inside view of the global money system to benefit families navigating the tricky waters of retirement and legacy planning.

Philip has mentored hundreds of financial advisors as the publisher of the Financial Study Network. FSN has sponsored more than 500 public seminars taught by the nation’s leading financial educators in locations across the country.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Investment advisory services offered through duly registered individuals on behalf CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Retirement-In-Focus Wealth Management are unaffiliated entities.

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.