Taxes in Retirement Webinar – Tampa, FL

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No Charge to Attend!

Taxes in Retirement Webinar – Tampa, FL

Sign up today!

No Charge to Attend!



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 webinar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us for an informational online webinar covering Taxes In Retirement on Wednesday, May 6 from 1:00-2:00 PM.

Our webinar 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 our webinar, 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?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). 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 webinar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, our webinars are strictly 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 TIR 567 speaker during or after the webinar.

Attend this online event and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings
  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • 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 online event and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings
  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • 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
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 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 webinar 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 webinar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer and Member FINRA and SIPC. Investment Advisory Services offered through PMB Capital Management LLC (PMB), a Registered Investment Advisor. Brookstone Financial, PMB, and CSS are independent of one another. Investing involves risks including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. You cannot invest directly in an index. Investors should consider the investment objectives, risks, charges, and expenses of any annuity and its underlying investment options carefully before investing. This, as well as other important information, is contained in the prospectus. Please read it carefully before investing or sending money. For more information, or to request a prospectus, or summary prospectus, contact your investment representative. Consult your financial professional before making any investment decision. Opinions expressed are subject to change without notice and are not intended as investment advise or to predict future performance. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information. These are the views of Brookstone Financial, LLC, and not necessarily those of the named representative or named Broker Dealer, and should not be construed as investment advice. Neither Brookstone Financial, the named representative, nor the named Broker Dealer gives tax or legal advice. Stretch IRAs are for investors who will not need the money for their own retirement needs and are based on current tax law which is subject to change. Underlying investment tools may have withdrawal restrictions and tax limitations. Lengthy distribution periods can expose money to market and inflation risks. Some investments may have additional state restrictions and/or net worth requirements.