Robinson-Westchase Neighborhood Library

Robinson-Westchase Neighborhood Library is not a sponsor or affiliated with this seminar in any way.
Meeting Room
3223 Wilcrest Dr, Houston, TX 77042

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

Robinson-Westchase Neighborhood Library

Robinson-Westchase Neighborhood Library is not a sponsor or affiliated with this seminar in any way.
Meeting Room
3223 Wilcrest Dr, Houston, TX 77042

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.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at Robinson-Westchase Neighborhood Library for an informational seminar covering Taxes In Retirement on Thursday, August 1 from 5:00-6:30 PM or Thursday, August 8 from 1:30-3:00 PM.

Our 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. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our 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?

Christopher Maurer, 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
  • 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, 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.

Securities and investment advisory services offered through SagePoint Financial, member FINRA/SIPC. SagePoint Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial. This communication is strictly intended for individuals residing in the states of TX, AZ, CA, FL, GA, IL, LA, NY, OH, WI. 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 information provided at these web sites.

Christopher Maurer, 6750 West Loop South, Suite 825 Bellaire, Texas 77401. (713) 667-4884

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