239-932-3964
No Charge to Attend.
Seating is limited, so sign up today!
Shula's Steak House
Topic: Taxes in Retirement (Dinner)
5111 Tamiami Trl N, Naples, FL 34103
No Charge to Attend.
Seating is limited, so sign up today!
REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOMEThe number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income? Join us at Shula’s Steak House for an educational dinner workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, January 22, from 6:00 – 8:00 pm. Complimentary dinner will be served. Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding the different strategies for your retirement income. Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars. The concepts discussed in this course are most suitable for those with investable assets of $300k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money. If you would like more information on how taxes impact your retirement income sources, this workshop is for you! |
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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. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business PFS Wealth Management Group and are not subject to Investment Advisor requirements. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. PFS Wealth Management Group is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 3607931 -12/25. 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.