Taxes & Retirement Income Planning Dinner and Education Event at Crystal Tree Country Club – October 24, 2024 – My Path to Retirement

Complimentary Dinner and Educational Workshop at Crystal Tree Country Club

Strategies to Protect and Grow Your Retirement Income

Dinner Event Details:

Location: Crystal Tree Country Club

Date: Thursday, October 24

Time: 6:00 PM

Address: 10700 W 153rd St.; Orland Park, Illinois 60462

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

Join us for a Dinner and Educational Workshop that will provide you with critical information to help you understand how to protect and grow your Retirement Income Planning. After this class, you’ll be able to make informed decisions about your retirement and understand how your current choices can help keep you financially comfortable for the rest of your life.

What we’ll cover:

How to protect and grow your retirement income at the same time.
The three basic retirement nest egg accounts.
With the current interest rate environment, how exchanging an old annuity for a new one may make a lot of sense.
How to accumulate dollars in the right types of accounts for future retirement income.
How to use the “Power of Zero” to lock in sizable gains without needing to time the market.
Tax-deferred vs. tax-free accounts: Which one is right for you?
How to define a “true” tax-free investment.
Strategies to reduce or eliminate taxes in retirement.
Strategies to protect your hard-earned retirement nest egg.
Social Security timing and claiming strategies to help maximize your benefits.

And much more!

Complimentary Dinner Event Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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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

Dave Szumigalski

Principal and owner of K&K Tax and Financial Services

David has more than 30 years of tax/accounting/financial experience with particular emphasis on both new and small business as well as closely held companies. David also has a proven track record in working with the IRS for audits and disputes. From strategic tax planning to financial statements, to bank packages for financing and retirement plans, he has the experience and expertise to guide you through the maze of financial decisions.

Do You Still Have Questions?
Call – 708-955-6943

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.

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.