317-794-2240
No Charge to Attend.
Seating is limited, so sign up today!
Seating is limited, so sign up today!
Boulder Creek Restaurant
Topic: Retirement Tax Strategies for 2024 (Dinner)
1551 N Green St, Brownsburg, IN 46112
Thursday, May 9 @ 6:00 - 8:00 pm
(Only a few spots left!)
HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT
Market downturn, the election, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, it’s crucial to regularly reassess your retirement strategy - if you have one. Do you have a plan for retirement?
Join us at the Boulder Creek Restaurant for an educational dinner workshop covering new Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Thursday, May 9, from 6:00 - 8:00 pm. Complimentary dinner will be served. (Only a few spots left)
Join us at the Boulder Creek Restaurant for an educational dinner workshop covering new Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Thursday, May 9, from 6:00 - 8:00 pm. Complimentary dinner will be served. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.
It is important to 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 course are most suitable for those with investable assets of $150k 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 to maximize your retirement income, including social security, in this current environment, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement and estate taxes
- Financial strategies that could increase your retirement income
-
How to deal with the current market volatility and inflation
-
If you need a will or a trust
-
How to structure your retirement savings in a way that could help you from running out of money in retirement
- Common misconceptions about retirement and estate planning
-
Tools and methods available to retirees to help develop a retirement tax strategy
Note: Kurt Supe, John Culpepper and Brian Quick offer securities through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA &SIPC, 2704 South Goyer Road, Kokomo, IN 46902, 765-453-9600. Kurt Supe, Andrew Drufke and Brian Quick offer advisory services through Creative Financial Designs, Inc., Registered Investment Adviser. Creative Financial Group is a separate and unaffiliated company. The CFD Companies do not provide legal or tax advice .This presentation is for informational purposes only and does not represent tax advice. Please review with your Tax professional. Promotional consideration provided by Corebridge Financial.
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.
Boulder Creek Restaurant
Topic: Retirement Tax Strategies for 2024 (Dinner)
1551 N Green St, Brownsburg, IN 46112
Thursday, May 9 @ 6:00 - 8:00 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
How To Potentially Reduce Taxes And Take Advantage Of The Current Market Environment
Market downturn, the election, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, it’s crucial to regularly reassess your retirement strategy - if you have one. Do you have a plan for retirement?
Join us at the Boulder Creek Restaurant for an educational dinner workshop covering new Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Thursday, May 9, from 6:00 - 8:00 pm. Complimentary dinner will be served. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.
It is important to 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 course are most suitable for those with investable assets of $150k 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 to maximize your retirement income, including social security, in this current environment, this workshop is for you.
Attend this workshop and learn:
-
How to reduce or eliminate retirement and estate taxes
-
Financial strategies that could increase your retirement income
-
How to deal with the current market volatility and inflation
-
If you need a will or a trust
- How to structure your retirement savings in a way that could help you from running out of money in retirement
-
Common misconceptions about retirement and estate planning
-
Tools and methods available to retirees to help develop a retirement tax strategy
Note: Kurt Supe, John Culpepper and Brian Quick offer securities through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA &SIPC, 2704 South Goyer Road, Kokomo, IN 46902, 765-453-9600. Kurt Supe, Andrew Drufke and Brian Quick offer advisory services through Creative Financial Designs, Inc., Registered Investment Adviser. Creative Financial Group is a separate and unaffiliated company. The CFD Companies do not provide legal or tax advice .This presentation is for informational purposes only and does not represent tax advice. Please review with your Tax professional. Promotional consideration provided by Corebridge Financial.
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.
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