Longview Public Library

Longview Public Library is not a sponsor or affiliated with this seminar in any way.
Moeschle Room
222 W. Cotton St., Longview, TX 75601

VIEW MAP & DIRECTIONS

Sign up today!

No Charge to Attend!

Longview Public Library

Longview Public Library is not a sponsor or affiliated with this seminar in any way.
Moeschle Room
222 W. Cotton St., Longview, TX 75601

VIEW MAP & DIRECTIONS

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.

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.

That is why we’ve developed a special seminar that has already helped people navigate the retirement tax maze.

Join us at Longview Public Library for an informational workshop and Insurance Sales Presentation covering Taxes In Retirement on Tuesday, January 28 from 6:30-8:00 PM or Thursday, January 30 from 11:00 AM-12:30 PM.

Our seminar will equip you with the most up-to-date 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 our seminar, you’ll be better positioned to develop a retirement tax strategy that can potentially reduce your tax burden – all with the goal of saving you money.

Frequently Asked Questions

Who is presenting?

David Ware, 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 our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, our seminars are intended to be educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes in Retirement 567 speaker during or after the seminar.

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially mitiage your portfolio’s volatility
  • 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
  • Tax strategies designed to help reduce the impact of taxation
  • 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
  • Ways to potentially mitiage your portfolio’s volatility
  • 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
  • Tax strategies designed to help reduce the impact of taxation
  • How rising taxes may affect your retirement cash flow

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This Workshop and Insurance Sales Presentation is strictly informational. No investments will be promoted. However, the Financial Advisor 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.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered investment advisor. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, FL, GA, IL, IA, KS, LA, MS, NE, NV, NY, NC, OK, PA, SD, TN, TX, VA, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.

David Ware | 1125 Judson Rd. Suite 191, Longview, TX 75601 | (903) 930-9997

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