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Optimizing Your Tax Strategy —
Gain Control of Your Taxes in
Retirement

Keep More of Your Hard-Earned Money in Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Reserve My Spot

Event Details

April 17th
at Foundation Square 15980
Pines Blvd Pembroke Pines FL 33027

Event will start at 3:30 PM – 5:30 PM

WHY ATTEND?

This workshop combines two
empowering elements:

  • Actionable Next Steps

    An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

  • Professional Insight

    Live instruction from knowledgeable professionals, in an engaging, easy-to- understand format.

  • Actionable Next Steps

    An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

  • Professional Insight

    Live instruction from knowledgeable professionals, in an engaging, easy-to- understand format.

Join us for a special presentation at Potter Wine while we discuss the following important topics for those in or nearing retirement:
  • What’s changing for taxes and Social Security in 2023².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Presenter

Owen Tennyson Started his professional career as the Vice president of a single discipline Mechanical Engineering firm here in the Treasure Valley. He has since owned and operated several companies and found his niche and love in helping people. As the Founder and CEO of the Tennyson Group and Idaho Brokerage House, Owen has taken his pragmatic view of investing and protection of assets to meld together his investing philosophy.

Mr. Tennyson has been working with people during and before their retirement for over ten years now. Upon Finding Motiv8 Investments and their unique 8 Elements of Financial Control process, he knew he had found a process that would help his clients understand their own wants and needs during retirement and how best to achieve those results.
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