Taxes DeclassifiedTaxes Declassified
Join your local host at Tommy’s Seafood Restaurant & Oyster Bar on Tuesday, April 8 at Thursday, April 10 at 6:30 p.m. for a complimentary dinner and timely, informative tax minimization and retirement income planning seminar. During this event, we’ll discuss:
*This event is for first-time attendees only. If you have previously registered and attended, we reserve the right to cancel your registration to make room for others due to limited capacity. Seating is limited. This is a no-cost, no-obligation event.
Tommy’s Seafood Restaurant & Oyster Bar
2555 Bay Area Blvd, Houston, TX 77058
– Tuesday, April 8 at 6:30 p.m.
– Thursday, April 10 at 6:30 p.m.
A three-course meal featuring fresh-baked artisan bread with homemade pesto and Tommy’s House Salad, followed by your choice of entrée: Pecan and Parmesan Crusted Redfish, Grilled Beef Tenderloin Skewers, or Grilled Tuna Steak. For dessert, choose between Warm Bread Pudding or Homemade Cheesecake.
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 income 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.
What is Taxes Declassified?
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 $500,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
What’s on the menu?
A three-course meal featuring fresh-baked artisan bread with homemade pesto and Tommy’s House Salad, followed by your choice of entrée: Pecan and Parmesan Crusted Redfish, Grilled Beef Tenderloin Skewers, or Grilled Tuna Steak. For dessert, choose between Warm Bread Pudding or Homemade Cheesecake.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. This event is for first-time attendees only. If you have previously registered and attended, we reserve the right to cancel your registration to make room for others due to limited capacity. There is no charge to attend!
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Texas State License Number: 1941482
Haywood Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HWM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HWM unless a client service agreement is in place.
Haywood Wealth Management, LLC is not a law firm, or Certified Public Accountant. HWM does not provide legal or tax services. HWM does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. HWM is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.
HWM is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk-managed investment solutions. Licensed Insurance Professional.
*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.
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.
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.