Chandler Public Library – Downtown Branch

Chandler Public Library – Downtown Branch is not a sponsor or affiliated with this workshop in any way.
Copper Room South
22 S Delaware St, Chandler, AZ 85225

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

Chandler Public Library – Downtown Branch

Chandler Public Library – Downtown Branch is not a sponsor or affiliated with this workshop in any way.
Copper Room South
22 S Delaware St, Chandler, AZ 85225

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Join us at Chandler Public Library – Downtown Branch for an informational seminar covering Taxes In Retirement on Tuesday, March 19 from 11:00 AM-12:30 PM or Tuesday, March 19 from 2:00-3:30 PM.

The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during the seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Frequently Asked Questions

Who is presenting?

Kory Budinger, a financial advisor, Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, the seminars are intended to be educational.

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Register Now



This presentation is strictly informational. No investments will be promoted. However, Kory Budinger presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Securities and investment advisory services offered through SagePoint Financial, Inc., [SPF] member FINRA/SIPC. SagePoint Financial, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial, Inc,. Neither SPF, nor its representatives, provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ, FL, IL, IA, KS, LA, NY, NC, OH, TX, UT, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Kory Budinger I 8722 E Via De Commercio I Suite 100 I Scottsdale, AZ 85258 I Phone: (480) 745-7882

Check the background of investment professionals on FINRA’s BrokerCheck

Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by SPF.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.