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Controlling Taxes in Retirement

Gain Strategies to Help Protect and Grow Your Wealth

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Thank you for registering for our upcoming event at Kevin Brady Community Center located at 2250 Buckthorne Pl, The Woodlands, TX 77380. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Monday, March 23 at 6:30 p.m.

– Wednesday, March 25 at 6:30 p.m.

The building is located at the end of the drive and is connected to the library. Upon entering, the community center will be on your left. Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

David DeNoble & Chris McNealy
OSTB Wealth Solutions

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Advisory services are offered through StrongHold Capital Partners, an Investment Advisor in the State of Arizona. StrongHold Wealth Partners nor StrongHold Capital Partners is affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance products and services are offered through the affiliated insurance carriers themselves and are not products of StrongHold Capital Partners or StrongHold Wealth Partners. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. StrongHold Capital Partners cannot accept requests for securities transactions or other similar instructions through email. StrongHold Wealth Partners nor StrongHold Capital Partners can ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.

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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.