Complimentary Event at Keiser University in West Palm Beach, FL

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

*This event is not affiliated with or sponsored by Keiser University.

Event Details

Keiser University
2085 Vista Pkwy, West Palm Beach, FL 33411

Event Options:

– Keiser University on November 28 at 6:30 p.m.

– Keiser University on November 30 at 6:30 p.m.

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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 your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at Keiser University where we will discuss the following important topics:

  • What’s new for Social Security¹ and taxes² and what may be changing for the rest of 2024.
  • 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.
  • Little-known 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!4

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 & minimize your taxation in retirement?
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 complimentary retirement snapshot analysis for your current plan 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

Lawrence Petz, LJP Financial, LLC
President and founder Lawrence J. Petz specializes in offering retirement strategies for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs and other existing retirement plans. Our representatives work hand-in-hand with clients to help clients meet their financial and retirement income goals. Before we make recommendations, we first need to fully understand your needs and objectives. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing an investment approach that works for you. Since 2004, we have been assisting retirees, pre-retirees, families, sole proprietors, partnerships and corporations in achieving their retirement goals. We would enjoy the opportunity to discuss how we can help you reach your financial and retirement income goals.

Mr. Lawrence J. Petz, president of LJP Financial, has more than 25 years’ experience in financial services and business management. During that time, he has managed millions of dollars in investment portfolios and has dedicated himself to helping individuals set and achieve their financial goals. Mr. Petz is licensed in the states of Michigan, Wisconsin, Florida, and Colorado to offer insurance and financial products with offices in Grand Blanc, Appleton and West Palm Beach.
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© 2023 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

Securities offered through KCD Financial, Inc. Member FINRA & SiPC.

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. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.