West Palm Beach, FL | TAX Seminar | November 2023 | ARE-15357

Complimentary Event at Keiser University in West Palm Beach, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

*This event is not affiliated with or sponsored by Keiser University.

Event Details

Keiser University
2085 Vista Pkwy
West Palm Beach, FL 33411

Event Options:

– Keiser University on November 13 at 6:30 p.m.
– Keiser University on November 15 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Keiser University. 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 changed for taxes and Social Security in 2023², and what to expect in 2024.
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 you may be able 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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able 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 you may be able to create a customized retirement income & tax strategy.

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

Meet Your Host

Lawrence Petz, LJP Financial, LLC

President and founder Lawrence J. Petz specializes in offering retirement strategies for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs and other existing retirement plans. Our representatives work hand-in-hand with clients to help clients meet their financial and retirement income goals. Before we make recommendations, we first need to fully understand your needs and objectives. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing an investment approach that works for you. Since 2004, we have been assisting retirees, pre-retirees, families, sole proprietors, partnerships and corporations in achieving their retirement goals. We would enjoy the opportunity to discuss how we can help you reach your financial and retirement income goals.

Mr. Lawrence J. Petz, president of LJP Financial, has more than 25 years’ experience in financial services and business management. During that time, he has managed millions of dollars in investment portfolios and has dedicated himself to helping individuals set and achieve their financial goals. Mr. Petz is licensed in the states of Michigan, Wisconsin, Florida, and Colorado to offer insurance and financial products with offices in Grand Blanc, Appleton and West Palm Beach.

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

Securities offered through KCD Financial, Inc. Member FINRA & SiPC.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.