Complimentary Dinner at The Keeter Center in Point Lookout, MO

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

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A delicious Chicken and Pork Duo served with Vegetables and a special dessert for this event.

Event Details

The Keeter Center
1 Opportunity Ave
Point Lookout, MO 65726

Dinner Options:

– Thursday, October 16 at 6:00 p.m.

RSVP NOW!

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

Event Details

The Keeter Center
1 Opportunity Ave
Point Lookout, MO 65726

Dinner Options:

– Thursday, October 16 at 6:00 p.m.

MENU

A delicious Chicken and Pork Duo served with Vegetables and a special dessert for this event.

RSVP NOW!

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

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Keeter Center. 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:

  • The impact of changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • What’s changing for taxes and Social Security in 2025.
  • 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.
  • 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 disrupt your retirement and you may be able to avoid them.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

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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 laws 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 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!

Yes, I Want To Attend

Meet Your Hosts

Gracie Gann | Co-Owner, Investment Advisor Representative | Advantage Retirement
Gracie Gann is the 2nd generation to Advantage Retirement and is an Investment Advisor holding a Series 65 and is a multi-year MDRT* qualifier. Gracie attended FIT University in New York and graduated from Missouri State University. As a wealth advisor, Gracie specializes in designing holistic retirement plans tailored to each client’s unique goals with a focus on asset preservation and tax efficiency. At Advantage Retirement Gracie prioritizes building long lasting client relationships and progressing the business as clients’ future retirement needs evolve.
Mike Gann | Co-Owner, Licensed Retirement Professional, CSA | Advantage Retirement

Mike Gann is a 25-year industry veteran, bringing a wealth of experience and skills. Mike has earned the Certified Senior Advisor designation, is a 21-year MDRT* qualifier and 22-year member of the National Association of Professional Advisors. With a focus on insurance and asset protection strategies, Mike and the team believe client relationships are much more than just handshakes and meetings. With Advantage Retirement, his goal is to provide the best possible strategies to meet the client’s individual needs today and into the future.

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Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services, CreativeOne Wealth, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.
*The Million Dollar Round Table (MDRT) is awarded to top insurance professionals based on sales volume. MDRT membership is based on insurance sales volume and requires agents to pay a fee to participate. It does not guarantee financial success as a result of working with an MDRT member.

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.