Timely & Informative Event at Hampton Inn & Suites in Fishers, IN

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Help Maximize Your Income & Reduce Your Taxation in Retirement

Event Details

Hampton Inn & Suites
11575 Commercial DrFishers, IN 46038

Event Options:

– Wednesday, December 4 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement. Join us for a special event at Hampton Inn & Suites where we will discuss the following important topics:

  • What’s new and changing for Social Security¹ and taxes² in 2025.
  • The changing financial landscape for those approaching retirement.
  • The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
  • Why taxes can 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 Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This presentation combines two empowering elements:

Professional Insight

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

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³

Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.

Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.

Meet Your Host

Jason Hutchins, President & Founder of Guardian Wells Financial
Jason P. Hutchins, Founder and President of Guardian Wells Financial, has nearly 2 decades of experience in the financial services industry. Recognizing the need for clear, concise financial information, he started a company with a mission to provide retirees and pre-retirees with simple financial advice. With a conservative, needs-based approach to retirement planning, Jason is passionate about providing clients with the money strategies needed for a harmonious financial future.

He believes people need a clear retirement strategy and that’s what He helps them put together.
Jason enjoyed playing rugby in college, coaching rugby at the high school level and is an avid fan of live music, which began the moment he first held a guitar at 13. Growing up with parents who set an example of hard work and the mindset to “Make an excuse to do a job, not an excuse not to,” Jason saved an entire summer to buy his first brand-new electric guitar. 3 decades later, this same instrument hangs proudly in his office, a testament to his childhood that reminds him why going the extra mile is always worth it.

He lives in Noblesville with his wife of 21 years, Megan, their 4 kids still in school along with an old English mastiff and a dachshund that chase the family cats around. His newly upgraded main office is located in Fishers.

© 2024 Your Retirement Reality | Privacy Policy

 

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.ssa.gov/oact/quickcalc/early_late.html

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.

Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Guardian Wells Financial are unaffiliated entities. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. 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. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. 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.