Kenner, LA | Taxes & Retirement Dinner | July 2022 ARE-12353

Complimentary Dinner Event at The Event Center Kenner in Kenner, LA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

MENU
Enjoy a catered meal by Carrabba’s Italian Grill featuring Caesar Salad with your choice of entrée including Chicken Marsala or Salmon Capperi finished with a dessert of Cannoli with fresh strawberries.

Event Details

The Event Center Kenner
1000 W Esplanade Ave., Suite 110, Kenner, LA 70065

Event Options:

– Thursday, July 28 at 6:00 p.m.

– Tuesday, August 2 at 6:00 p.m.

Join us for a complimentary meal and special presentation at The Event Center Kenner while we discuss the following important topics for those in or nearing retirement:

What we’ll cover:

What’s changing for taxes and Social Security in 2022.
The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
Why taxes may be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

FEATURED PRESENTER:

Marcel Lashover

One Stop Financial Group, LLC

Marcel is the founder and President of One Stop Financial based in his hometown, New Orleans. Marcel is a long time veteran in the insurance and retirement industry, and over those 40 years Marcel has helped a multitude of individuals and business owners achieve financial stability through both retirement and insurance planning.

Marcel has a long record of being involved in his community, and sharing his passion of leaving a legacy to all those he encounters. This drive and passion came from none other than his mother.

At the age of three Marcel lost his father unexpectedly. With no warning his mother soon became a single mom to two. With only $300 a month coming in, Marcel’s mother made sure her children never went without and always had food on the table. Not once did Marcel hear his mother say anything negative about the situation, they were in. It was her grace and humility that shaped Marcel into the man he is today. The legacy his mother left lives on through him, and he wants to ensure that her legacy has its ripple effect throughout his business.

As an independent financial professional Marcel ensures that his client’s needs are always met first. When Marcel isn’t building relationships with his clients, you can find him playing golf, spending time with his family, or just visiting his friends.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.