Complimentary Lunch at Harrigan's Prime Grill in Lubbock, TX

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Harrigan’s Prime Grill
11814 Indiana Ave #3
Lubbock, TX 79423

Lunch Options:

– Thursday, September 14 at 12:00 p.m.

– Tuesday, September 19 at 12:00 p.m.

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

MENU
Your choice of Steak, Chicken or Fish entrée.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Harrigan’s Prime Grill. 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 changed for taxes and Social Security in 2023², and what to expect in 2024.
  • 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!

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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

Dereck Blair
President of Caprock Financial

Dereck Blair is a lifelong servant of the community who has an expertise in insurance and financial planning and has been a tax specialist for almost a decade. As a 3rd generation farmer himself, Dereck grew up experiencing first-hand the pressure that comes with knowing that a bad crop or a bad turn of luck could bankrupt their family or worse, even if it seemed like they were doing everything else right.

Dereck uses this same philosophy in financial planning, to help and guide individuals, families, and businesses he works with; to plan for the good but be well prepared for the unfortunate situations that potentially may happen. He does this by using a very comprehensive and personal planning system.

After attending West Texas A&M University, Dereck founded Caprock Financial so that he could implement his philosophy and help families like his protect and grow their generational wealth without the constant worry that they may lose the things they worked so hard for. Today he lives a life that he’s proud of in Shallowater where he is married to the love of his life, Heather, and raising their six amazing children.

TX State License #1722299

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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 Motiv8 Investments, an SEC Registered Investment Advisory Firm.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.