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Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

Your Event Date & Time:

- Tuesday, July 9 at 11:30

- Thursday, July 11 at 11:30

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Thank you for registering for our upcoming event at Manero’s Restaurant located at 2851 SW High Meadows Avenue, Palm City, FL 34990. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Tuesday, July 9 at 11:30

– Thursday, July 11 at 11:30

You will be seated upon arrival.

Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

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!

Mike Terrio CRPC, AAMS
President

© 2024 Taxes Declassified | Privacy Policy

Investment advisory services offered through duly registered individuals on behalf of Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and The Terrio Group are unaffiliated entities. Licensed Insurance Professional.

Investment advisory services offered through Motiv8 Investments LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance

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.