Taxes, Social Security and Market Volatility Seminar
Black Mountain, Lakeview Senior Center – January 11th, 2024 https://www.workshopsforretirement.com/lakeview-senior-center-1-1161138786
No charge to attend, seating is limited.
Optimize Your Social Security Income and Take Advantage of the Current Market Environment
Join 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).
Get 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.
It 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.
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 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.
If you would like more information on strategies for optimizing your retirement income, including social security, in this current environment, this workshop is for you.
Insurance 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.
Investing 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.
Date and Time
Thursday Jan 11, 2024
6:00 PM - 7:30 PM EST
Thursday, January 11 @ 6:00 - 7:30 pm
Location
401 Laurel Cir Dr #3061, Black Mountain, NC 28711
Fees/Admission
Free Event
Contact Information
Paul Kisielewski
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