Valparaiso, IN | Taxes & Retirement Dinner | July 2022 ARE-12360

Complimentary Dinner Event at Dish Restaurant in Valparaiso, IN

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money 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 a complimentary meal and 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

Dish Restaurant
3907 Calument Ave., Valparaiso, IN 46383

Event Options:

– Wednesday, July 27 at 6:00 p.m.

– Thursday, July 28 at 6:00 p.m.

MENU
Enjoy an entrée of your choice featuring Amish Brick Chicken or Penne Pasta.

Join us for a complimentary meal and special presentation at Dish Restaurant 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!

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

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.

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.

FEATURED PRESENTER:

Todd Wooten

Founder & CEO | Blue Sky Financial Partners

Todd Wooten, Founder and President of Blue Sky Financial Partners, began his career in the financial services industry because of a personal experience that significantly impacted his family. He has since built one of Northwest Indiana’s premier insurance and financial advisory firms with the goal of helping others create solid retirement plans and avoid unnecessary risk.

Todd helps clients create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax-efficient manner. By challenging traditional financial thinking, Todd helps clients to see possibilities they’ve never considered before.

Todd has been a featured contributor for Fox Business News, CNN Money and Fortune.com and is a nationally sought-after speaker and frequent lecturer for educational institutions.

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

Advisory Services offered through Change Path, LLC an Investment Advisor. Blue Sky Financial Partners and Change Path, LLC are not affiliated.

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.