Complimentary Workshop at Lone Star College - Creekside Center in The Woodlands, TX

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Event Details

Lone Star College – Creekside Center
8747 W New Harmony Trail, The Woodlands, TX 77375

Event Options:

– Tuesday, July 12 at 6:30 p.m.

– Thursday, July 14 at 6:30 p.m.

Join us for a special workshop at Lone Star College – Creekside Center while we discuss the following important topics for those in or nearing retirement:

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: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Why attend?

This workshop 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 plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.



Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement tax plan.

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to 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


Daniel Martin
President | The Wehrly Group

Daniel Martin has been assisting pre-retirees and retirees for years in the great state of Texas. He has helped countless clients preserve their assets, increase their retirement income, and reduce their taxes. He has shown great compassion for his clients by digging into, not only the financial aspects but how their very own taxes can help or hurt their overall financial situation. On top of being a valuable financial advisor, he also is our president and oversees our tax preparation division.

Daniel attributes his success to his Lord and Savior, Jesus Christ, first and foremost, along with a great team of passionate co-workers. Daniel and his wonderful wife, Erricka, have six children: three boys and three girls. They lead the Marriage Ministry and lead a homegroup for their church, love spending time with the family traveling, and soak up all the time they can get with their grandbabies.

Patrick Wehrly
CEO | The Wehrly Group

Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. His love of learning helps ensure that our office is up on the latest information and products designed to fit any retirement plan.

Away from the office, Patrick enjoys serving in ministry, sailing and spending time with his family and pets.

© 2022 Taxes Declassified | Privacy Policy



Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation

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