Hillsboro, OR | Social Security & Taxes Seminar | June 2025 | ARE-18627 | PB - Thank You

Thanks for signing up for one of our upcoming events!

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

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Thank you for registering for our upcoming event at Hillsboro Public Library – Brookwood located at 2850 NE Brookwood Pkwy, Hillsboro, OR 97124. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– Monday, June 23 at 6:00 p.m.

– Tuesday, June 24 at 6:00 p.m.

We will be meeting in the Community Room on June 23 and the Multipurpose Room on June 24. 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!

Erik Bloomfeldt

Insight Financial

Insight Financial, Inc. is an investment advisor firm registered with the States of Oregon and Washington. Such registration does not imply endorsement, or a certain level of skill or training, and no inference to the contrary should be made. Insight Financial, Inc., its strategies, and further disclosures are described in more detail in Part 2 of the firm’s current Form ADV, which is available upon request. The strategies, plans, and/or investments referenced may not be suitable for all plan sponsors/investors because the appropriateness of a particular strategy, plan, and/or investment will depend on the plan/investor’s circumstances and objectives. Every investment in securities presents the risk of financial loss as well as gain. Insight Financial and Your Retirement Reality 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.