St. Louis, MO | TAX Dinner | May 2023 | ARE-14263

Complimentary Dinner at Fleming’s Prime Steakhouse & Wine Bar in St. Louis, MO

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Fleming’s Prime Steakhouse & Wine Bar
1855 S Lindbergh Blvd
St. Louis, MO 63131

Dinner Options:

– Fleming’s Steakhouse on May 24 at 6:30 p.m.
– Fleming’s Steakhouse on May 25 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

MENU
Enjoy a delicious three-course meal featuring Fleming’s Salad, your choice of an 8oz Filet Mignon, Barbeque Scottish Salmon, Double Breast of Chicken, or Roasted Portobello & Cauliflower Steak, with sides of Mashed Potatoes and Flash Fried Brussel Sprouts, and finished a slice of NY Cheesecake.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Fleming’s Prime Steakhouse & Wine Bar. 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 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 help 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.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
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.
And much more!

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 laws³ and how they may impact your retirement income¹.
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 minimization strategy.

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

Meet Your Host

Gregory Belger, Retirement Advisor | Belger Financial Group

Greg Belger is a Missouri native, and proud father of three boys — Colin, Evan, and Kingston. He earned his Bachelor of Arts degree in Communications Management from Arkansas State University, where he was a decorated track scholar. Greg has over 10 years of experience in the finance and insurance industry, where he previously specialized in retirement planning, banking, insurance, and estate preservation.
His expertise in these areas, combined with his genuine concern for the well-being of his clients, enables him to assist them with their immediate and long term insurance and retirement planning needs. He is proud to have a perfect standing with the Better Business Bureau, awarded an A+ rating, and is an Approved Member of the National Ethics Association and National Association of Insurance & Financial Advisors.

His objective is to help clients protect their assets from market volatility and eliminate as much confusion as possible. He believes that honesty, integrity, and commitment are more important than anything else. After experiencing the market declines in 2008, Greg realized that there are other alternatives to earning interest while protecting a portion of your principal and your financial future. His passion is helping people who are looking to accomplish the same goals. As a financial professional, Greg’s clients’ receive individualized insurance strategies that help them reduce their market risk and taxes and protect their assets from long term care costs and even potentially avoid probate.

Greg believes everyone needs someone they can trust in their corner – someone who is honest and straightforward, with high integrity and a strong commitment to their clients. Everyone deserves someone who helps make their financial and insurance needs easier and helps steer them in the right direction so they can achieve their retirement goals.

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

² https://www.ssa.gov/cola/

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

Insurance and annuities offered through Gregory Belger Jr, MO Insurance License #8055552.

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.