Complimentary Dinner at venue
[Campaign Venue]

Complimentary Dinner at Campaign Venue in City , State 


 Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy


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

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Event Details


 Campaign-Venue
Address 1 Address 2
City , State Zip


Dinner Options:

  • event1 
  • event2 
  • event3 
  • event4 
  • event5 
  • event6 

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

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at  Campaign-Venue . We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.


Here’s what we’ll cover:

  • Recent changes to taxes and Social Security benefits³ that you need to know.
  • Key steps you may be able to take to defend your retirement from unnecessary taxes.
  • Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
  • How you may be able to protect your retirement from market volatility.
  • When to take Social Security, how it is taxed and how to avoid potential tax traps.
  • How to help ensure you won’t OUTLIVE your money in retirement.
  • 3 of the biggest tax mistakes Baby Boomers make.
  • Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!


Reserve Your Seat Below!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

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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 laws and how they may impact your retirement income.
  • How 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 strategy.


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


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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


Agent-Disclosure


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.


Thanks for signing up for one of our upcoming events!

Tax Planning for Retirement:

Tips for Optimizing Your Tax Strategy

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

Your Event Date & Time:

Add it to your calendar:

Success!

Thank you for registering for our upcoming event at Campaign-Venue 


Located at Campaign-Address1Campaign-Address2, Campaign-City, Campaign-State Campaign-Zipcode.


If you can’t make the date you registered for and would like to reschedule, please email us at resources@taxesdeclassified.com.

Event Date & Time: Event-Date

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Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What Now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at resources@taxesdeclassified.com at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add resources@taxesdeclassified.com to your contact list.


We Look Forward To Seeing You There!

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