St. Cloud, MN | Taxes & Retirement Dinner | July 2022

Complimentary Dinner Event at Holiday Inn & Suites in St. Cloud, MN

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Holiday Inn & Suites St. Cloud
75 37th Ave
St. Cloud, MN 56301

Thursday, July 21, 2022 at 6:00 p.m.

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 where 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 and Social Security in 2022.
The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
Why taxes may 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 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 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!

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 laws and how they may impact your retirement income.
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 strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Exclusive Offer

Every attendee will receive a complimentary copy of the bestselling book, “Sowing the Seeds of Retirement.” This guide will help consumers understand the options available to preserve their retirement savings in order to enjoy a satisfying and comfortable harvest, doing the things you choose. Nyles believes when you’ve worked so hard, you want your money to last.

Meet Your Host

Nyles R. Gentz, President of Gentz Financial

Since 1980, Nyles has been helping individuals and families make better investment and insurance decisions that assist with the financial growth and preservation of their retirement savings.

As Founder of Gentz Financial, Nyles is committed to helping Minnesotans with their retirement income planning. He strives to build lifelong relationships with clients by asking questions and truly listening so he can understand each unique, individual situation.

Nyles is a popular and prominent public speaker. His informative seminars and insurance sales presentations have shown hundreds of area residents how to avoid unnecessary taxes on Social Security and IRAs/401(k)s, as well as how to protect and preserve their retirement savings, Nyles also hosts a weekly retirement-focused radio show in the St. Cloud area on KNSI 99.3 FM, “Planning for lifetime income with Gentz Financial Services.”

He is a member of The Better Business Bureau. Nyles has been involved in many organizations, including past Head Elder at St. John’s Lutheran Church in Buffalo, past President and board member of Let’s Go Fishing with Seniors Buffalo Chapter, and past board member of the Buffalo Hospital Foundation.

Nyles and his wife, Helane, are long-time residents of Buffalo and live on a hobby farm near Buffalo Lake. They have four children and seven grandchildren. In his free time, Nyles enjoys traveling, hunting, fishing, collecting John Deere memorabilia, and any other activity that allows him to spend more time with his family.

Wednesday mornings at 8 a.m. or catch the rebroadcast Saturdays at 2 p.m. & Sundays at 9 a.m.

Listen to Nyles speak LIVE regarding current retirement topics!

Thursday mornings at 10:30 a.m. or catch the rebroadcast Sundays at noon.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services references here are independent of WFS.

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.