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Optimizing Your Tax Strategy & Surviving Market Volatility​

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

Your Event Date & Time:

- Wyndham Newport Hotel on June 6 at 6:00 p.m.

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Thank you for registering for our upcoming event at Wyndham Newport Hotel located at 240 Aquidneck Ave, Middletown, RI 02842. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Wyndham Newport Hotel on June 6 at 6:00 p.m.

We will meet in the John Clarke Room, located down the hall and to the left after you enter the hotel. Doors open at 5:30 p.m. Please arrive between 5:30 and 5:45 p.m. to check-in and be seated. No alcohol is allowed in the presentation room.

What now?

We will send you a requested registration email with your registration details. As seating is limited, your presenter, Robin Hofheinz, will have her team reach out to you prior to the workshop to confirm your registration and see if you have any questions or specific topics you would like to see covered. We will need to contact you to reserve your spot. If we are not able to contact you to confirm, your seats will be made available to other guests. If you have any questions, please reach out to us at [email protected].

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Robin Hofheinz
President and Founder of Retirement Freedom Team

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Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Retirement Freedom Team 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.