704-703-7895
No Charge to Attend.
Seating is limited, so sign up today!
Seating is limited, so sign up today!
Asheville Chamber of Commerce
Topic: Taxes, Social Security, and Market Volatility
36 Montford Ave, Asheville, NC 28801
Thursday, May 9 @ 11:00 am - 12:30 pm
(Only a few spots left!)
OPTIMIZE YOUR SOCIAL SECURITY INCOME 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, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?
Join us at the Asheville Chamber of Commerce for an educational workshop covering Taxes, Social Security, and Market Volatility (including ways to deal with the current market environment) on Thursday, May 9, from 11:00 am - 12:30 pm. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, 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 how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this workshop are most suitable for those with investable assets of $200k or more. Using the information you’ll learn during this seminar, you’ll be able to work towards developing an ideal retirement strategy that can potentially shield you from over-taxation and market risk - all with the goal of saving you money.
If you would like more information on strategies to optimize your retirement income, including social security, in this current environment, this workshop is for you.
Attend this workshop and learn:
- How the Secure Act 2.0 impacts your retirement
- Financial strategies that could increase your retirement income and last a lifetime
- Ways to deal with the current market volatility and inflation
- Ways to structure your retirement savings so you never have to worry about running out of money
- Common misconceptions about retirement planning
- Tools and methods available to retirees to help develop a retirement tax strategy
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.
The tax and financial planning information presented in this seminar is provided for educational purposes only and should not be construed as tax or legal advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A financial professional should be consulted before implementing any of the options presented.
Investment advisory services offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Lionhead Financial Planning. Signal Wealth does not offer insurance products. Tax advisory services provided through Paul Buckle CPA, PC. Neither Lionhead Financial Planning nor Paul Buckle CPA, PC is affiliated with Signal Wealth.
Our firm is not affiliated with the U.S. government or any governmental agency. Our firm is not affiliated with the U.S. government or any governmental agency.
Asheville Chamber of Commerce
Topic: Taxes, Social Security, and Market Volatility
36 Montford Ave, Asheville, NC 28801
Thursday, May 9 @ 11:00 am - 12:30 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
Optimize Your Social Security Income 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, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?
Join us at the Asheville Chamber of Commerce for an educational workshop covering Taxes, Social Security, and Market Volatility (including ways to deal with the current market environment) on Thursday, May 9, from 11:00 am - 12:30 pm. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, 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 how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this workshop are most suitable for those with investable assets of $200k or more. Using the information you’ll learn during this seminar, you’ll be able to work towards developing an ideal retirement strategy that can potentially shield you from over-taxation and market risk - all with the goal of saving you money.
If you would like more information on strategies to optimize your retirement income, including social security, in this current environment, this workshop is for you.
Attend this workshop and learn:
- How the Secure Act 2.0 impacts your retirement
- Financial strategies that could increase your retirement income and last a lifetime
- Ways to deal with the current market volatility and inflation
- Ways to structure your retirement savings so you never have to worry about running out of money
- Common misconceptions about retirement planning
- Tools and methods available to retirees to help develop a retirement tax strategy
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.
The tax and financial planning information presented in this seminar is provided for educational purposes only and should not be construed as tax or legal advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A financial professional should be consulted before implementing any of the options presented.
Investment advisory services offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Lionhead Financial Planning. Signal Wealth does not offer insurance products. Tax advisory services provided through Paul Buckle CPA, PC. Neither Lionhead Financial Planning nor Paul Buckle CPA, PC is affiliated with Signal Wealth.
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