Complimentary Dinner at Perry’s Steakhouse & Grille 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

Event Details

Perry’s Steakhouse & Grille
8433 Park Meadows Center Dr, Suite D154
Lone Tree, CO 80124

Dinner Options:

– Tuesday, August 22 at 6:30 p.m.

– Thursday, August 24 at 6:30 p.m.

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Seating is limited. A complimentary meal will be served. There is no charge to attend!

MENU

SOUP OR SALAD OPTIONS: Signature Wedge Salad, Caesar Salad, or French Onion Soup.

ENTREE OPTIONS: 8 oz. Filet Mignon, Perry’s Famous Pork Chop, Chicken Oscar, Chargrilled Salmon with Lemon Dill Butter, or Spaghetti Squash Primavera.

SIDE OPTIONS: Sweet Sriracha Brussel Sprouts or Whipped Potatoes.

DESSERT OPTIONS: Dessert Trio of Seasonal Cheesecake, Lemon Meringue Square and Chocolate Crunch Flourless Fudgy Chocolate Cake.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Perry’s Steakhouse & Grille. 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 2023².
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • Powerful tax strategies that can potentially generate tax-free retirement income.
  • When to claim Social Security in order to minimize tax consequences and maximize your benefits
  • How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
  • How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
  • And much more!

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
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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 laws³ and how they may impact your retirement income¹.
  • 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 to create a customized retirement income & tax minimization strategy.

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

Yes, I Want To Attend

Meet Your Host

Brad Hablutzel, CFP®, MBA, CFS®, CTS®

President of Mosaic Retirement Planning, LLC

Brad Hablutzel is a Certified Financial Planner®, Certified Tax Specialist®, Certified Fund Specialist®, Investment Advisor Representative, and 3x winner of the Five Star Wealth Manager Award. He has certifications in Social Security, Medicare and Alternative Investing. He earned a bachelor’s degree in Business Administration, a master’s degree in Business Administration, as well as Series 6, 7, 63 and 65 licenses, and is licensed in life, health, long-term care, and disability insurance. Brad has consulted over $1 billion in wealth in his 20-year career, the last 15 of which have specialized in serving the needs of people that are either retired, or within a few years of it. He takes an objective and meticulous approach to solving financial and insurance 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, Brad enjoys his time with his wife and two boys, as well as traveling, golf, softball, boating in Wisconsin, volleyball, spending time with friends, and cheering on Colorado professional sports teams. He volunteers as treasurer of his church, treasurer of his HOA, and is active in his local chamber of commerce, Rotary International, and assists with graffiti removal projects in the community.

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© 2023 Taxes Declassified | Privacy Policy

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 CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Mosaic Retirement Planning, LLC 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. We are not affiliated with the Social Security Administration or any other government agency. 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.