COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Complimentary Dinner Event at Ryleigh's Oyster in Lutherville-Timonium, MD

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 potentially lower your taxes.

Event Details

Ryleigh’s Oyster
22 W Padonia RdLutherville-Timonium, MD 21093

Event Options:

– Ryleigh’s Oyster on March 8 at 6:00 p.m.
– Ryleigh’s Oyster on March 9 at 6:00 p.m.

Caesar or Fresh Garden Salad accompanied by your choice of the Petite Butcher Cut Steak, Seafood Jambalaya, Grilled Fish Tacos or Fried Oyster Platter entrée.

Join us for a complimentary meal and special presentation at Ryleigh’s Oyster while we discuss important topics for those in or nearing retirement.

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!


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.


Duncan Douglas
Principal Partner of Douglas Financial

Duncan is a highly motivated financial professional whose passion to guide people through the transition from employment to retirement drives him to work hard for his clients. He has the experience to help you navigate through the Big Questions of life, including how and when to retire in the first place!

Duncan will work with you to customize strategies leading to a stable and comfortable retirement. He will use proven systems designed to shield your hard-earned assets against the risks of exposure to market risk and taxation, without sacrificing the opportunity for substantial growth.

The idea of retirement is to stop working—and never need to go back! Duncan can bring the same tools used by institutional investors to families, individuals, and business owners to help ensure financial stability for the post-working years. He’ll help you create the future you want—with plenty of money to enjoy it to the fullest!

© 2022 Taxes Declassified | Privacy Policy


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