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Ruth's Chris Steak House
Topic: Retirement Tax Strategies for 2024 (Dinner)
7001 N Scottsdale Rd suite 290, Scottsdale, AZ 85253

Wednesday, May 8 @ 6:00 - 7:30 pm

(Only a few spots left!)
WAYS TO POTENTIALLY REDUCE TAXES 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. Do you have a plan for retirement?

Join us at the Ruth's Chris Steak House for an educational dinner workshop covering Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Wednesday, May 8, from 6:00 - 7:30 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 ways to position yourself for better returns with the current market volatility and inflation.

It is important to know and understand ways 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 $200k 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 potentially maximize your retirement income, in this current environment, this workshop is for you.

Note: This event is intended for first-time attendees only age 50 and older. The host reserves the right to refuse attendance.
Attend this workshop and learn:
  • ​Ways to reduce or eliminate retirement and estate taxes
  • ​​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. 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. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM) a Registered Investment Advisor. 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. Our firm is not affiliated with the U.S. government or any governmental agency. 1553235 04/24

      Ruth's Chris Steak House
      Topic: Retirement Tax Strategies for 2024 (Dinner)
      7001 N Scottsdale Rd suite 290, Scottsdale, AZ 85253

      Wednesday, May 8 @ 6:00 - 7:30 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Ways To Potentially Reduce Taxes 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. Do you have a plan for retirement?

      Join us at the Ruth's Chris Steak House for an educational dinner workshop covering Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Wednesday, May 8, from 6:00 - 7:30 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 ways to position yourself for better returns with the current market volatility and inflation.

      It is important to know and understand ways 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 $200k 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 potentially maximize your retirement income, in this current environment, this workshop is for you.

      Note: This event is intended for first-time attendees only age 50 and older. The host reserves the right to refuse attendance.
      Attend this workshop and learn:
      • ​​​Ways to reduce or eliminate retirement and estate taxes
      • ​​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. 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. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM) a Registered Investment Advisor. 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. Our firm is not affiliated with the U.S. government or any governmental agency. 1553235 04/24

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