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757-571-8773
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No Charge to Attend.
Seating is limited, so sign up today!
Just for attending, you’ll receive a FREE copy of our guide on navigating the new OBBBA tax changes.
This event is neither sponsored nor endorsed by Martha Washington Library.

Martha Washington Library

Topic: ROUTE to Retirement

6614 Fort Hunt Rd, Alexandria, VA 22307

Calendar icon
Thursday, July 30 @ 1:00 – 2:30 pm

(Only a few spots left)

No Charge to Attend.
Seating is limited, so sign up today!
Just for attending, you’ll receive a FREE copy of our guide on navigating the new OBBBA tax changes.
This event is neither sponsored nor endorsed by Martha Washington Library.


WAYS TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT

Market downturn, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine*, most Americans fear running out of money. Do you have a plan for retirement?

Join us at the Martha Washington Library for an educational workshop covering ROUTE to Retirement (including how to deal with the current market environment) on Thursday, July 30, from 1:00 – 2:30 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and ways to position yourself for better returns with the current market volatility and inflation.

It is important to know and understand ways to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on ways to potentially maximize your retirement income, in this current environment, this workshop is for you.

Attend This Workshop And Learn:

  • Strategies designed to help mitigate the impact of inflation, unexpected expenses, and the state of the economy on your retirement.
  • ​​Determining your tax liability based on income thresholds and filing status for Social Security.
  • Critical tax, estate planning, and investment questions/issues affecting your ability to retire in the lifestyle you deserve.
  • How investment risk and market volatility can crush your retirement plan.
  • Strategies to help preserve your estate and protect your assets.

Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.

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