Weymouth, MA | TAX Seminar | January 2026 | ARE-19777

Timely Event at Tufts Library in Weymouth, MA

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Tufts Library
46 Broad St, Weymouth
Weymouth, MA 02188

Event Options:

– Wednesday, January 7 at 6:00 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 Tufts Library. 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 new and changing for taxes and Social Security in 2026.
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 disrupt your retirement plans and how you may be able to avoid them.
And much more!

Online Form - Weymouth, MA | TAX Seminar | January 2026 | ARE-19777 | OG

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

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 laws and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income and 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 and tax strategy.

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

Meet Your Host

Bryan Galligan, President & Founder | South Shore Investment Services

Bryan is the founder and experienced professional behind South Shore Investment Services, a Registered Investment Advisory firm offering comprehensive financial planning. A native of Brockton, Mass., Bryan has built strong ties to the South Shore community and is committed to helping clients achieve their financial goals.

Bryan holds a bachelor’s from Stonehill College and is a certified Estate and Trust Specialist, further enhancing his expertise in providing strategies for retirement and estate planning. Early in his career, Bryan realized financial planning wasn’t just about investments—it also included important legal documents to protect assets. This insight led him to work closely with an in-house attorney who helps set up essential legal protections for clients, helping ensure their financial futures are stable.

With a Series 65, Bryan brings a high standard of professionalism to his advisory services. Through offices in Norwell, Mass., and The Seaport in Boston, he provides personalized financial strategies with a focus on long-term planning. His client-centered approach—grounded in integrity and ethical practices—has earned him the confidence of clients across Massachusetts.

When he’s not working, Bryan enjoys spending time with his wife, Cristen, and their son, Cash. He also enjoys playing golf and attending Stonehill baseball games, staying connected to his alma mater.

*This event is not sponsored by or affiliated with Tufts Library.

Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. South Shore Investment Services and Taxes Declassified are unaffiliated entities. Licensed Insurance Professional. We are not affiliated with any government agency.

South Shore Investment Services does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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 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.