239-932-3964
No Charge to Attend.
Seating is limited, so sign up today!
Seating is limited, so sign up today!
Oldsmar Library
Topic: Social Security, Taxes, and Market Volatility
400 St Petersburg Dr E, Oldsmar, FL 34677
Thursday, April 25 @ 6:30 - 7:30 pm
(Only a few spots left!)
MAXIMIZE 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 Oldsmar Library for an educational workshop covering Social Security, Taxes, and Market Volatility (including how to deal with the current market environment) on Thursday, April 25, from 6:30 - 7:30 pm. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), 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 strategy that can potentially safeguard you from market risk - 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:
Note: Mosaic Financial Group and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. This presentation is provided solely for informational purposes and is not intended as and should not be considered specific investment or financial advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on the information contained in this bulletin. The opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal capital. Different types of investments involve varying degrees of risk. Advisory services are only offered to clients or prospective clients where Continuum Advisory Group and its investment adviser representatives are properly licensed or otherwise exempt. Investment Advisory Services offered through Continuum Advisory, LLC, a Registered Investment Adviser. Mosaic Financial Group and Continuum Advisory, LLC are not affiliated.
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.
Oldsmar Library
Topic: Social Security, Taxes, and Market Volatility
400 St Petersburg Dr E, Oldsmar, FL 34677
Thursday, April 25 @ 6:30 - 7:30 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
Maximize 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 Oldsmar Library for an educational workshop covering Social Security, Taxes, and Market Volatility (including how to deal with the current market environment) on Thursday, April 25, from 6:30 - 7:30 pm. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), 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 strategy that can potentially safeguard you from market risk - 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:
- When to claim your social security benefits to receive the highest income
-
Financial strategies that could increase your retirement income and last a lifetime
-
How to deal with the current market volatility and inflation
- How 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: Mosaic Financial Group and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. This presentation is provided solely for informational purposes and is not intended as and should not be considered specific investment or financial advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on the information contained in this bulletin. The opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal capital. Different types of investments involve varying degrees of risk. Advisory services are only offered to clients or prospective clients where Continuum Advisory Group and its investment adviser representatives are properly licensed or otherwise exempt. Investment Advisory Services offered through Continuum Advisory, LLC, a Registered Investment Adviser. Mosaic Financial Group and Continuum Advisory, LLC are not affiliated.
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.
Copyright @ WorkshopsForRetirement.com
- All Rights Reserved
- All Rights Reserved