Optimizing Your Tax Strategy & Surviving Market Volatility
Retirement has never been so challenging to prepare for. Join us for a complimentary meal and enlightening presentation at the Best Western Gateway Grand where we will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here's what we'll cover:
- How Biden’s proposed tax plan and Congress’ multitrillion-dollar infrastructure* and welfare bills may impact your retirement.
- What's changing for taxes and Social Security.
- And much more!
REGISTRATION CLOSES IN
EVENT DETAILS:
Best Western Gateway Grand
4200 NW 97th Blvd, Gainesville, FL 32606
Tuesday, Mar 15 from 6:30 p.m. to 8 p.m.
Want to know more about us and how we can help?
We occasionally offer retirement planning workshops, seminars and webinars. Topics include Social Security, the Florida Retirement System, and how to potentially minimize taxes in retirement. Fill out the form below to get on our event email list.
Contact Us
Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and C-10 Financial are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21197 - 2021/7/28