No-Cost Event at Thompson Alumni Center at UNO in Omaha, NE

Optimizing Your Tax Strategy & Surviving Market Volatility

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

*This event is not sponsored by the Thompson Alumni Center or the University of Nebraska at Omaha.

Event Details

Thompson Alumni Center at UNO
6705 Dodge St
Omaha, NE 68182

Event Options:

– Thompson Alumni Center on Sept. 24 at 6:00 p.m.
– Thompson Alumni Center on Sept. 26 at 6:00 p.m.

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Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Thompson Alumni Center at UNO. 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 and changing for taxes and Social Security in 2024.²
  • 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 you may be able 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
Minutes
Seconds

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 help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income.
  • 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 you may be able to create a customized retirement income & tax strategy.

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

Yes, I Want To Attend

Meet Your Host

Jordan Brill, Trinity Financial Group

Jordan enjoys helping individuals navigate the complexities of retirement planning and achieve financial stability as not just a profession, it’s a personal mission. He specializes in guiding retirees and those approaching retirement toward a future of confidence and tranquility. Whether it’s maximizing retirement savings, generating sustainable income streams, or navigating the complexities of Social Security and Medicare, Jordan provides comprehensive guidance every step of the way.

What sets Jordan apart is his unwavering dedication to serving clients’ best interests. He understands the importance of transparency in financial advisory relationships, and he prioritizes open communication and tailored strategies to meet clients’ evolving needs.

In addition to his role as an investment advisor, Jordan is committed to empowering retirees with knowledge and confidence. He hosts informational workshops, seminars, and webinars on retirement planning topics, equipping clients with the tools and insights they need to make informed decisions about their financial future.

In Jordan’s down time, he finds joy in spending time with his wife Sklyar and cherishing moments with his two children, Jaxson and Payton, and their beloved dog, Bud. He is an avid Husker football & Duke basketball fan, golfer, self-proclaimed BBQ genius, and enjoys traveling to beach destinations.

Whether your retirement goals include dreaming of traveling the world, spending more time with family, or pursuing lifelong passions in retirement, Jordan is dedicated to helping you achieve your vision with confidence and clarity.

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© 2024 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 duly registered individuals on behalf CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth and Trinity Financial Group are unaffiliated entities. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.