BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20240111T230000Z DTEND:20240112T003000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Taxes\, Social Security and Market Volatility Seminar DESCRIPTION:Black Mountain\, Lakeview Senior Center January 11th\, 2024 https://www.workshopsforretirement.com/lakeview-senior-center-1-1161138786\n\n \n\nNo charge to attend\, seating is limited.\n\n \nOptimize Your Social Security Income and Take Advantage of the Current Market Environment\n \n\nJoin us for an educational workshop at Lakeview Senior Center in Black Mountain on January 11th\, 2024 covering Taxes\, Social Security and Market Volatility (including how to deal with the current market environment).\n\n \n\nGet professional guidance on potentially maximizing your Social Security\, 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.\n\n \n\nIt is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.\n\n \n\nThe concepts discussed in this course are most suitable for those with investable assets of\n\n$200k or more. Using the information you'll learn during this seminar\, you'll be able to work towards developing an ideal retirement strategy that can potentially shield you from over- taxation and market risk - all with the goal of saving you money.\n\n \n\nIf you would like more information on strategies for optimizing your retirement income\, including social security\, in this current environment\, this workshop is for you.\n\n \n\nInsurance products are offered through the insurance business Lionhead Financial Planning. Lionhead Financial Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management\, LLC (AEWM)\, a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Lionhead Financial Planning are not subject to Investment Advisor requirements. Tax planning services are offered through the tax firm Paul Buckle CPA\, PC. AEWM does not offer tax planning services. The tax planning services offered by Paul Buckle CPA\, PC are not subject to investment Advisor requirements. Tax planning services and insurance products referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Paul Buckle CPA\, PC.\n\nInvesting involves risk\, including the potential loss of principal. Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Lionhead Financial Planning is not affiliated with the U.S. government or any governmental agency. X-ALT-DESC;FMTTYPE=text/html:Black Mountain\, Lakeview Senior Center &ndash\; January 11th\, 2024 https://www.workshopsforretirement.com/lakeview-senior-center-1-1161138786
\n \;
\nNo charge to attend\, seating is limited.
\n \;\n

Optimize Your Social Security Income and Take Advantage of the Current Market Environment

\n \;
\nJoin us for an educational workshop at Lakeview Senior Center in Black Mountain on January 11th\, 2024 covering Taxes\, Social Security and Market Volatility (including how to deal with the current market environment).
\n \;
\nGet professional guidance on potentially maximizing your Social Security\, 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.
\n \;
\nIt is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
\n \;
\nThe concepts discussed in this course are most suitable for those with investable assets of
\n$200k or more. Using the information you&rsquo\;ll learn during this seminar\, you'\;ll be able to work towards developing an ideal retirement strategy that can potentially shield you from over- taxation and market risk - all with the goal of saving you money.
\n \;
\nIf you would like more information on strategies for optimizing your retirement income\, including social security\, in this current environment\, this workshop is for you.
\n \;
\nInsurance products are offered through the insurance business Lionhead Financial Planning. \; Lionhead Financial Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management\, LLC (AEWM)\, a Registered Investment Advisor. AEWM does not offer insurance products. \; The insurance products offered by \; Lionhead Financial Planning are not subject to Investment Advisor requirements. Tax planning services are offered through the tax firm Paul Buckle CPA\, PC. AEWM does not offer tax planning services. The tax planning services offered by Paul Buckle CPA\, PC are not subject to investment Advisor requirements. Tax planning services and insurance products referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Paul Buckle CPA\, PC.
\nInvesting involves risk\, including the potential loss of principal. Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Lionhead Financial Planning is not affiliated with the U.S. government or any governmental agency. LOCATION:401 Laurel Cir Dr #3061\, Black Mountain\, NC 28711 UID:e.2975.6846 SEQUENCE:3 DTSTAMP:20260419T100150Z URL:https://business.hendersoncountychamber.org/events/details/taxes-social-security-and-market-volatility-seminar-6846 END:VEVENT END:VCALENDAR