9.25.24 Retirement Case Studies @ ChophouseThirteen

Dear Clients, Friends, and Retirees,

You're invited to our final luncheon of the quarter - and the last one at ChophouseThirteen!  Join us once again for Retirement Case Studies!

Back by popular demand! This week's presentation will tie together everything we've discussed this quarter and present it in easily digestible, real-world scenarios.

In our workshop we will:

• Highlight key takeaways from Unstress and Untax 
• Demonstrate, using today's tax brackets, the impacts of taxes on retirement income and the proactive steps you can take to:

• • Reduce your overall taxes throughout retirement
  • Transition from reactive tax preparation to proactive tax planning
  • Ensure your spouse isn't burdened with higher taxes should one of you pass

Are you... Married, filing jointly? Single, widowed, filing head of household? Curious about the impacts of filing statuses on your taxes?

This talk is designed for you! 

Space is limited, so RSVP today!

When: Wednesday, September 25, 2024

Time: 11:00 AM to 1:00 PM

Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223

We encourage you to bring along friends or colleagues who may be at or nearing retirement and would benefit from our information and guidance. Your referrals are the highest compliment we can receive, and we will take great care of those in our care.

Please click here to RSVP with your preferred date and the number of attendees. You can also reply to this email or call Marena at our office at (904) 425-0943.

Looking forward to an enriching and enjoyable gathering!