Sarasota, FL Taxes & Retirement Dinner January 2024 ARE-15749

Complimentary Dinner at Cooper's Hawk Winery & Restaurant in Sarasota, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

*This event is neither sponsored nor endorsed by Cooper’s Hawk.

Event Details

Cooper’s Hawk Winery & Restaurant
3130 Fruitville Commons Blvd
Sarasota, FL 34240

Dinner Options:

– Cooper’s Hawk on Monday, January 29 at 6:00 p.m.

– Cooper’s Hawk on Wednesday, January 31 at 6:00 p.m.

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

MENU

First Course – Choice of Tortilla Soup, Crab, Shrimp & Lobster Bisque

Second Course – Choice of Plain Ol’ House Salad, Caesar Salad, Chopped Wedge Salad

Third Course – Choice of Duo Filet Medallions, Drunken Shrimp, Soy Ginger Atlantic Salmon, Pistachio-Crusted Grouper, Dana’s Parmesan-Crusted Chicken, Chicken Madeira, Cooper’s Hawk Chicken Giardiniera, Ellie’s Chicken Piccata

Fourth Course – Choice of Key Lime Pie, Salted Caramel Crème Brûlée, Cooper’s Hawk Chocolate Cake, S’more Budino, Assorted Dessert Platter

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Cooper’s Hawk Winery & 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 2024¹.
The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
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.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
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 derail your retirement and 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!

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 manage your tax exposure and help increase your retirement income.
Understanding tax laws² and how they may impact your retirement income³.
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!

Meet Your Host

Joshua Storey, Owner & Financial Advisor | Candor Wealth Strategies

Joshua Storey has been in the financial services industry for 10 years. He serves clients with diligence, sincerity and drive. He prides himself on being able to connect with clients naturally and authentically. He explains complex rules and concepts in an easily understandable way, reducing the clients’ overwhelming feelings often associated with finances.

He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service and performance to clients and their families while adhering to the highest fiduciary standards.

Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to prepare clients for their best financial future.

He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.

In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Candor Wealth Strategies and CreativeOne Wealth, LLC are not affiliated.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.