Complimentary Dinner at Plumsteadville Inn Restaurant in Pipersville, PA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Plumsteadville Inn Restaurant
5902 Easton Rd.
Pipersville, PA 18947

Dinner Options:

– Wednesday, April 19 at 6:00 p.m.

MENU
Enjoy a delicious meal featuring your choice of Steak, Chicken, or Fish entrée.

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Plumsteadville Inn 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 2023².
  • 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 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
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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 laws³ and how they may impact your retirement income¹.
  • How 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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Meet Your Host

Brent Chavez
President | Aequitas Equitas Wealth Management

Brent has a long standing history of doing business in his community and in the greater Philadelphia/New Jersey area since 2003. Brent’s commitment is always to his clients and his determination is to deliver as promised.

His goal is to help clients gain a better understanding of where they are and the steps they can take to help maximize retirement and wealth preservation. Brent is passionate about helping his clients so they can make better informed decisions. Navigating through investment and retirement income decisions can be like sailing through rough seas. Brent can help you chart your course and would love to work with you to empower you to a better financial situation. In addition, you will see the benefit of working with a skilled professional to help reach your goals.

Outside of business, Brent and his family live in the Riegelsville area and has an office there and in Bedminster, PA. He is a strong believer in volunteering in the community. He volunteers on a Regional Building Committee.

In his free time he can be found engaging in his favorite pastimes, running along the beautiful back roads in Riegelsville and working out at Forever Fitness Gym in Milford, NJ. He believes that if you don’t have your health, you don’t have anything

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© 2023 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://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 provided by Aequitas Equitas Wealth Management LLC, a registered investment adviser.

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.