Timely Event at Bob Keefer Center in Springfield, OR

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

Bob Keefer Center
250 S 32nd St
Springfield, OR 97478

Event Options:

– Tuesday, June 3 at 6:30 p.m.

– Wednesday, June 4 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Event Details

Bob Keefer Center
250 S 32nd St
Springfield, OR 97478

Event Options:

– Tuesday, June 3 at 6:30 p.m.

– Wednesday, June 4 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.

Join us for a special event at Bob Keefer Center where we will discuss the following important topics:

  • What’s new and changing for Social Security and taxes in 2025.
  • The changing financial landscape for those approaching retirement.
  • The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
  • 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 Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • 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 ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

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 strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

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Hours
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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits

Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

Meet Your Host

Scott Whiteley | President & Founder of Honor Insurance
Scott brings over 20 years of experience in the financial services industry. Before transitioning into this field, he spent more than 25 years working in various hands-on roles, including as a logger, heavy construction worker, paper mill employee, and professional fishing guide. As a fourth-generation Oregonian, Scott takes great pride in his values of honesty, hard work, and fairness.

Guided by the principles of faith, family, and career, Scott is deeply committed to serving others. He believes in the power of giving to get and strives to provide sound financial information to the hardworking individuals in his community. Scott is passionate about ensuring that blue-collar workers have access to the financial guidance they deserve, without feeling left behind in the industry.
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© 2025 Taxes Declassified | Privacy Policy

Honor Insurance offers insurance products and services. Honor Insurance and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

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.