Complimentary Dinner at Meating Street Steak & Seafood in Port St. Lucie, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Meating Street Steak & Seafood
10553 S Meeting St.
Port St. Lucie, FL 34987

Dinner Options:

– Tuesday, November 29 at 6:00 p.m.

– Wednesday, November 30 at 6:00 p.m.

MENU
Enjoy a delicious meal featuring your choice of salad (MS Salad or Caesar Salad), protein (Chicken Marsala, Scottish Salmon, Mango Mahi, Berkshire Bone-In Pork Chop, or Prime NY Strip), finished with the Chef’s Dessert.

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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 been so challenging. Join us for a complimentary meal and enlightening presentation at Meating Street Steak & Seafood. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

  • What’s changing for taxes 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 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.
  • 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

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!

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Hours
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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.
  • 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 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

Mike Terrio CRPC, AAMS
Michael Terrio is the founder and President of The Terrio Group. Michael believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation.

Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate. Michael has been the keynote speaker for several educational events. He also speaks nationally for the armed forces at Yellow Ribbon Events. His goal is to help soldiers that are being deployed or returning from service to make sound financial decisions. He has been quoted in The Wall Street Journal and is often asked to share financial tips and advice at several local news stations. Michael enjoys spending time with his wife, Kaycee and their boys — Cash and Brady.
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© 2022 Taxes Declassified | Privacy Policy

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

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

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.