Taxes DeclassifiedCOVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.
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 potentially lower your taxes.
Event Details
Tarantella Ristorante
1755 Bell Tower Lane, Weston, FL 33326
Event Options:
– Tarantella Ristorante on March 8th at 6:00 PM
– Tarantella Ristorante on March 10th at 6:00 PM
Join us for a complimentary meal and special presentation at Tarantella Ristorante while we discuss important topics for those in or nearing retirement.
Here’s what we’ll cover:
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!
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.
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.
Attorney Joe Pujol’s real estate and family asset planning practice focuses on helping families plan for and protect the most substantial assets in their lives. He excels in guiding his clients through the often intricate maze of property acquisitions and financial decisions and then follows through with plans that ensure his clients’ and their families’ peace of mind and financial well-being for the years to come. His considerable legal experience transcends real estate transactional law and includes a keen sense of family protection, wealth preservation, and values-based planning. Joe has always maintained that the life best lived is always supported with a well thought-out, foundational plan. Just as he prepares for the unpredictable Florida weather, as many of us do, he prepares for and helps others prepare for life’s plan.
With over 22 years in practice and as the founder of the Pujol Law Group, Joe has directly handled and supervised thousands of residential and commercial real estate and planning matters. Over the years, he has counseled thousands of families and hundreds of foreclosure clients during the mortgage crisis from 2007 and continues to do so today.
Joe has continued his education and practices the © New Law Business Model (NLBM) way and is now recognized as highly respected Personal Family Lawyer®. A Personal Family Lawyer® is a dedicated advisor who helps you make the very best personal, financial, legal, and business decisions for your family throughout your lifetime.
Joe knows that having a well thought-out plan is how we protect our loved ones today and continue to do so when we are no longer, physically around. He enjoys informing his community on a variety of topics including real estate, business planning, and family wealth planning and preservation. He has chosen to concentrate on Real Estate, Trusts and Estates and is passionate about protecting children and helping families enjoy a happy and stable future. Most importantly, Joe is the proud father of Joshua, Marcos and Dylan, the inspiration behind him to living life well lived and planned for.
© 2022 Taxes Declassified | Privacy Policy
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
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.
