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Complimentary Dinner Event at Fogo De Chao in Lone Tree, CO

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement
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The meal will start with a Caesar salad, charcuterie board and relish tray, followed by the Churrasco Experience with fire-roased meats and Brazilian side dishes, followed by dessert with coffee service.

Event Details

Fogo de Chão
8419 Park Meadows Center Drive, Lone Tree, CO 80124

Event Options:

– Fogo De Chao on March 15 at 6:30 p.m.
– Fogo De Chao on March 16 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Fogo De Chao in Lone Tree, CO. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s 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!

Complimentary Dining Card

As a thank you for attending the event, you will receive a complimentary $25 dining card to Fogo de Chão.

Do you have a retirement tax strategy in place?

Don't miss this information-packed event!

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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 manage your tax exposure and help increase your retirement income.
  • Understanding tax laws and how they may impact your retirement income.
  • How 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 to create a customized retirement income & tax strategy.

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

Meet Your Host​

Brad Hablutzel, CFP®, Certified Tax Specialist®
President of Mosaic Retirement Planning

Brad Hablutzel, is a CERTIFIED FINANCIAL PLANNERᵀᴹ, MBA, CTS®, CFS® and a 2021 Five Star Wealth Manager Award Winner. Brad has been serving retirees & pre-retirees for the past 13 years. He takes an objective & meticulous approach to strategizing against potential financial problems and he believes in excellent service—and that it’s always right to do the right thing. Brad prefers to get to know his clients deeply, so he may become their biggest advocate.

Native to Colorado and resident of Highlands Ranch, Brad enjoys his time with his wife and two boys, traveling, golf, softball, boating in Wisconsin, volleyball, spending time with family and friends, and cheering on Colorado professional sports teams. He volunteers as Treasurer of his church, Treasurer of his HOA, his son’s school & sports activities, and he is active in their his local chamber of commerce, Rotary International, and assists with graffiti removal projects in the community.

© 2022 Taxes Declassified | Privacy Policy

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

Investment Advisory services offered through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Mosaic Retirement Planning 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 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.