Complimentary Lunch at Mi Tierrita Mexican Restaurant in Okatie, SC

Optimizing Your Tax Strategy & Surviving Market Volatility

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

* This event is neither sponsored nor endorsed by Mi Tierrita Mexican Restaurant.

Event Details

Mi Tierrita Mexican Restaurant

214 Okatie Village Dr, Okatie, SC 29909

Lunch Options:


– Mi Tierrita Mexican Restaurant on January 23 at 12:00 p.m.

– Mi Tierrita Mexican Restaurant on January 25 at 12:00 p.m.


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

MENUMexican dish choices.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Mi Tierrita Mexican Restaurant. 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 changing for taxes and Social Security in 2024¹.
  • The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • Why taxes can 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 help 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 you may be able to avoid them.

Must be 55 or older to attend.

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!


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 laws² and how they may impact your retirement income³.
  • 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!

Meet Your Host

Ronny Hair, Palmetto Retirement Specialists, LLC

Ronny H. Hair has over 30 years experience in the financial services industry, the past 20 years of which he has spent advising clients with retirement and investment plans right here in the Central and Lowcountry South Carolina and surrounding areas. As a seasoned and experienced advisor, Ronny treats every meeting and recommendation as if that client were his own family. He takes pride in the fact that most of his clients come from personal referrals. Ronny formed and managed “Members Financial Services” the investment department of SRP Federal Credit Union for over a decade, before opening his private practice over fifteen years ago. He holds insurance licenses in South Carolina and Georgia and is licensed as an Investment Advisor Representative (Series 65). His goal is protecting hard-earned assets and helping clients to achieve a lifetime of financial stability for themselves and potentially multiple generations. He has served on the hospital board of trustees from January 2000 to January 2009 and Board Chairman from the years 2001 to 2007. He uses strategies with proven results and communicates in simple, easy to understand terms. Protecting principal and assets from fluctuations are important guiding concepts I consider before making a recommendation. When retirement income is on your mind, it’s not just the amount of income, but the stability of it as well that matters.

© 2024 Taxes Declassified | Privacy Policy




Advisory services are offered by Palmetto Retirement Specialists, LLC a Registered Investment Advisor in the State of South Carolina. Insurance products and services are offered through Palmetto Financial and Insurance Services, LLC, an affiliated company. Palmetto Retirement Specialists, LLC and Palmetto Financial and Insurance Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

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.