Thanks for signing up for one of our upcoming events!

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Your Event Date & Time:

- Tuesday, July 30 at 6:00 p.m.

- Wednesday, July 31 at 6:00 p.m.

Add it to your calendar:
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Thank you for registering for our upcoming event at North Shelby Library located at 5521 Cahaba Valley Rd, Birmingham, AL 35242. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– Tuesday, July 30 at 6:00 p.m.

– Wednesday, July 31 at 6:00 p.m.

The North Shelby Library is located on Cahaba Valley Rd / Hwy 119 approximately 4.5 miles from Hwy 280 or 4.5 miles from I65. There is plenty of parking in front of the library. Once you enter the main doors you will take the hallway to the right. You will find us at the end of the hallway in the Meeting Room.

Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

 

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

 

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Todd Talbot
Red Mountain Financial

© 2024 Your Retirement Reality | Privacy Policy

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and Red Mountain Financial are unaffiliated entities. Licensed Insurance Professional.

We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.