Taxes & Retirement Income Planning Education Event at St Petersburg College – Clearwater – My Path to Retirement

Complimentary Education Event at St Petersburg College – Clearwater Campus

Reducing Your Tax Burden in Retirement

Education Event Details:

Location: St Petersburg College – Clearwater Campus

Date: Thursday, June 6th OR Tuesday, June 11th

Time: 6:30 PM EST

Address: 2465 Drew Street; Clearwater, Florida 33765

Seating is limited. A complimentary meal will be served.
Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop that will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

What we’ll cover:

Strategies to reduce or eliminate taxes in retirement.
Tax treatments of the three basic retirement accounts.
How did new Social Security Laws affect your retirement strategy?
Tax-deferred vs. tax-free accounts: Which one is right for you?
How to define a “true” tax-free investment.
How to tax-efficiently structure your Required Minimum Distributions (RMDs).

And much more!

BONUS TOPICS:

How to potentially reduce taxation on your Social Security after you start receiving your benefits.
How you can potentially fill the gap between Social Security and your desired Retirement Income.
How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
How to accumulate dollars in the right types of accounts for future retirement income.
Ways to potentially maximize the value of your IRA, 401(k), TSP, or pension plan.

Complimentary Event Registration

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.

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About Your Presenter

Gerald Glick

Gerald B. Glick, CFP has been a Certified Financial Planner since 2001 and has been working in the financial industry for 30 years. Gerald has been an instructor of Retirement Planning classes at various local colleges thru the years and has been a guest speaker for other courses in his role as a financial professional. He has clients up and down the east coast, many of whom are already living out their retirement aspirations. Gerald works and lives in Clearwater Florida and, when not helping clients plan for their future, can be found at the local ballpark cheering for his beloved hometown Phillies.

FL State License Number: E066331

Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

The Presenter is not affiliated with the Social Security administration or any other government agency

Securities and Advisory Services offered through Calton & Associates, Inc., Member FINRA/SIPC, a Registered Investment Advisor.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

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.

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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.