MENU
Your choice of Burger and Fries, Salmon & Fresh Vegetables, or a Turkey Club Sandwich
Event Details
The Dolphin Bar & Shrimp House
1401 NE Indian River Dr
Jensen Beach, FL 34957
Lunch Options:
– Monday, September 30 at 11:30 a.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
The Dolphin Bar & Shrimp House
1401 NE Indian River Dr
Jensen Beach, FL 34957
Lunch Options:
– Monday, September 30 at 11:30 a.m.
MENU
Your choice of Burger and Fries, Salmon & Fresh Vegetables, or a Turkey Club Sandwich
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Dolphin Bar & Shrimp House. 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:
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!
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:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
© 2024 Taxes Declassified | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
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.