Timely Event at Valencia College - Winter Park Campus in Winter Park, FL
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Event Details
Valencia College – Winter Park Campus
850 W Morse Blvd, Winter Park, FL 32789
Event Options:
– Thursday, June 19 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 Valencia College – Winter Park Campus where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes 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.
- 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: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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!
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 Significantly Reduce Your Benefits
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
JP Aubry, Aubry Wealth Management
Valuing integrity, JP’s practice is centered on putting the needs of his member’s first above all else. He understands that not only is the financial landscape ever-changing, but personal circumstances change as well. Therefore, he believes it is important for individuals to be guided throughout the retirement and investment planning process so they can feel confident about the strategies they have put in place. He is the Chief Investment Officer and Investment Advisor Representative of Aubry Wealth Advisory, a Registered Investment Advisor, and is a licensed life and health insurance professional in the state of Florida.
Before founding Aubry Wealth Management, he spent years working for some of the largest financial services firms in the country. As a result, JP has gained invaluable experience in the following areas: retirement income planning, asset protection strategies, investment management, and insurance planning. In his spare time, JP participates in volunteer community service, enjoys spending time with family and friends, plays soccer and is an avid health and fitness enthusiast.
© 2025 Your Retirement Reality | Privacy Policy
Insurance, consulting, and educational services provided through Aubry Wealth Management. Aubry Wealth Advisory, LLC 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.