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Presented by:

No Charge to Attend.
Seating is limited, so sign up today!
Cox Science Center and Aquarium
Topic: TAXES IN RETIREMENT
4801 Dreher Trail N, West Palm Beach, FL 33405

Thursday, March 28 @ 6:00 - 7:30 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 Cox Science Center and Aquarium for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, March 28, from 6:00 - 7:30 pm. (Only a few spots left)

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.

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.

Note: The concepts discussed in this course are most suitable for those with investable assets of $500k or more.
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: This presentation discusses topics at the nexus of investing and taxes but is provided for informational purposes only. The content does not provide and should not be construed as providing tax advice, and we are not endorsing or recommending the purchase or sale of any security. You should seek advice from a qualified tax professional for questions or issues specifically related to taxes. We have done our best to present statements of fact and obtain data from reliable sources, but cannot guarantee the accuracy of any such information. Our views and the data they are based on are subject to change at any time. 
      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.

      Meet the Presenter

      Aaron Brask, Ph.D.

      Aaron provides retirement planning solutions as an independent investment advisor through his practice, Aaron Brask Capital, based in Lake Worth, FL. He has a Ph.D. in Mathematical Finance and also serves as an adjunct professor for University of Florida's Masters of Science in Finance program.
      Cox Science Center and Aquarium
      Topic: TAXES IN RETIREMENT
      4801 Dreher Trail N, West Palm Beach, FL 33405

      Thursday, March 28 @ 6:00 - 7:30 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 Cox Science Center and Aquarium for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, March 28, from 6:00 - 7:30 pm. (Only a few spots left)

      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.

      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.

      Note: The concepts discussed in this course are most suitable for those with investable assets of $500k or more.
      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: This presentation discusses topics at the nexus of investing and taxes but is provided for informational purposes only. The content does not provide and should not be construed as providing tax advice, and we are not endorsing or recommending the purchase or sale of any security. You should seek advice from a qualified tax professional for questions or issues specifically related to taxes. We have done our best to present statements of fact and obtain data from reliable sources, but cannot guarantee the accuracy of any such information. Our views and the data they are based on are subject to change at any time.
          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.

          Meet the Presenter

           Aaron Brask, Ph.D.

          Aaron provides retirement planning solutions as an independent investment advisor through his practice, Aaron Brask Capital, based in Lake Worth, FL. He has a Ph.D. in Mathematical Finance and also serves as an adjunct professor for University of Florida's Masters of Science in Finance program.
          Questions? Call us
          239-932-3964
          Hours
          Mon-Fri 9am-6pm PT
          Sat-Sun 9am-12pm PT
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