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Aldino at The Vineyard
Topic: Taxes in Retirement (Lunch)
1203 North Loop 1604 W at Blanco, San Antonio, TX 78232
Thursday, March 28 @ 11:30 am - 1:00 pm
(Only a few spots left!)
REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOME
The 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 the Aldino at The Vineyard for an educational lunch workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, March 28, from 11:30 am - 1:00 pm. Complimentary lunch will be served. Arrival time is 11:15 am to place your lunch order, otherwise you are not guaranteed a meal. Only a few spots left)
Join Hanna Wealth Advisors for a complimentary retirement-focused educational presentation, "Taxes in Retirement," followed by lunch! Jim Hanna, CEO & Founder of Hanna Wealth Advisors, will lead an engaging presentation and conversation about what you should know to retire with confidence in today's uncertain world.
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 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.
This event is intended for people between 59 and 72 years old, who are retired or retiring within 2 years. The concepts discussed in this course are most suitable for those with retirement assets of at least $250,000 or more.
This event is reserved for first-time attendees. If you have attended an event presented by Hanna Wealth Advisors within the last year, please refrain from registering to allow others the opportunity to learn. The host reserves the right to refuse attendance.
If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
Attend this workshop and learn:
- How to minimize taxes in retirement
-
Utilize financial vehicles that can reduce your tax burden and last a lifetime
-
Different approaches to help protect you against taxes on your Social Security income
- Tools and methods available to retirees to help develop a retirement tax strategy
- Common misconceptions about taxes in retirement
Note: Insurance products are offered through the insurance business Hanna Wealth Advisors. Hanna Wealth Advisors is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Hanna Wealth Advisors are not subject to Investment Advisor requirements. 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. 2233598 - 2/24
This presentation is intended to be 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.
Aldino at The Vineyard
Topic: Taxes in Retirement (Lunch)
1203 North Loop 1604 W at Blanco, San Antonio, TX 78232
Thursday, March 28 @ 11:30 am - 1:00 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
Realize The Potential Impact Taxes Have On Your Retirement Income
The 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 the Aldino at The Vineyard for an educational lunch workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, March 28, from 11:30 am - 1:00 pm. Complimentary lunch will be served. Arrival time is 11:15 am to place your lunch order, otherwise you are not guaranteed a meal. (Only a few spots left)
Join Hanna Wealth Advisors for a complimentary retirement-focused educational presentation, "Taxes in Retirement," followed by lunch! Jim Hanna, CEO & Founder of Hanna Wealth Advisors, will lead an engaging presentation and conversation about what you should know to retire with confidence in today's uncertain world.
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 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.
This event is intended for people between 59 and 72 years old, who are retired or retiring within 2 years. The concepts discussed in this course are most suitable for those with retirement assets of at least $250,000 or more.
This event is reserved for first-time attendees. If you have attended an event presented by Hanna Wealth Advisors within the last year, please refrain from registering to allow others the opportunity to learn. The host reserves the right to refuse attendance.
If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
Attend this workshop and learn:
- How to minimize taxes in retirement
- Utilize financial vehicles that can reduce your tax burden and last a lifetime
-
Different approaches to help protect you against taxes on your Social Security income
- Tools and methods available to retirees to help develop a retirement tax strategy
- Common misconceptions about taxes in retirement
Note: Insurance products are offered through the insurance business Hanna Wealth Advisors. Hanna Wealth Advisors is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Hanna Wealth Advisors are not subject to Investment Advisor requirements. 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. 2233598 - 2/24
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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