Informative Event at Seminole State College - Heathrow Campus in Heathrow, FL

MAXIMIZE Your Social Security MINIMIZE Your Taxes

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

Event Details

Seminole State College – Heathrow Campus | Room HEA 220
1055 AAA Drive, Heathrow, FL 32746

Event Options:

– Tuesday, October 15 at 6:30 p.m.

– Thursday, October 17 at 6:30 p.m.

– Wednesday, October 23 at 6:30 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 Seminole State College – Heathrow Campus 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

Dan Brooks, CFEd®, CLTC®, Council of Financial Educators Instructor
Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker.

Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida.

Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants.

As Featured On:

Watch some of Dan’s enlightening interview clips now: https://bit.ly/3veOqc

© 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

Dan Brooks and/or Xexis Private Wealth, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other.

For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent 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. Licensed Insurance Professional.

 

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.