Complimentary Dinner at Roosevelt Tavern in York, PA

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

MENU
Your choice of entrée between Crab Cakes, Grilled Chicken, or Pork Ribeye.

Event Details

Roosevelt Tavern
50 N Penn St
York, PA 17401

Dinner Options:

– Wednesday, March 26 at 6:00 p.m.

– Thursday, March 27 at 6:00 p.m.

– Wednesday, April 16 at 6:00 p.m.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

Roosevelt Tavern
50 N Penn St
York, PA 17401

Dinner Options:

– Wednesday, March 26 at 6:00 p.m.

– Thursday, March 27 at 6:00 p.m.

MENU
Your choice of entrée between Crab Cakes, Grilled Chicken, or Pork Ribeye.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Roosevelt Tavern. 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:

  • The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • What’s changing for taxes and Social Security in 2025¹.
  • Why taxes can 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 help 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 you may be able to avoid them.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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
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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 manage your tax exposure and help increase your retirement income.
  • Understanding tax laws² and how they may impact your retirement income³.
  • 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 to create a customized retirement income & tax minimization strategy.

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

Yes, I Want To Attend

Meet Your Host

June Horne | CEO | Transition Advisor Group, LLC. | Certified Financial Fiduciary

As the Founder, President and CEO of Transition Advisor Group, a family of companies including Transition Planning Associates, an insurance brokerage firm and Transition Wealth Management, a fee-based investment advisory firm. June holds the Certified Financial Fiduciary designation which means that she upholds high personal standards of integrity and ethics and is committed to her client’s best interest. 

June is an insurance professional with licenses in Maryland, North Carolina, South Carolina, Pennsylvania, and Virginia. She and her team have a strong desire to help families establish a strategy to help reach their life goals and takes time to truly listen to her clients and understand their individual circumstances.

June and her team work with her clients to help build, manage and protect their assets through their life’s transitions. Her services include retirement income strategies, Social Security, final expenses, along with tax minimization strategies to help create prosperity through effective planning.

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© 2025 Taxes Declassified | Privacy Policy

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html 

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Transition Advisor Group (TAG-PA) is a family of companies to include Transition Planning Associates – an insurance brokerage; Transition Wealth Management – a fee-based registered investment advisor. All of our companies provide financial expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina and Virginia. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with safety and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper financial planning steps in place for a successful retirement.

Taxes Declassified is unaffiliated with Transition Advisor Group and Transition Wealth Management. Licensed Insurance Professional.

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. 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.