Retirement Tax Planning & Wealth Preservation Dinner Seminar

Join us for a free dinner and learn ways to help reduce taxes, protect your savings, and make better financial decisions.

What You’ll Learn

Avoid Common Money Mistakes

Learn three mistakes that could be costing investors thousands of dollars each year.

Make Better Financial Decisions

Find out how to tell if your decisions are based on facts and a clear process instead of emotions and outside influences.

Questions Every Bond Investor Should Ask

If you own bonds or bond funds, learn two important questions to ask about your investments.

Get on the Same Page About Money

Learn how couples can work together to make better decisions about money and investing.

Lower Taxes in Retirement

Discover ways you may be able to reduce:

• Social Security taxes
• IRA taxes
• Income taxes

You’ll also learn whether your Roth conversion plan makes sense for your situation.

The Truth About Market Timing

Learn why trying to predict the market may hurt your results over time.

Hidden Tax Problems

See if your tax return contains one of three common items that could increase your tax bill.

Protect More of What You Earn

Learn how some investors help shield income and assets from future tax increases.

Reduce Capital Gains Taxes

Discover ways to lower taxes when selling investments or other valuable assets.

Annuity Tax Strategies

If you own an annuity, learn a simple strategy that may save you and your family money on taxes.

Estate Planning Gaps

Many people believe their trust or will covers everything. Learn about three important areas that may need additional planning.

Featured Speakers

Margaret Hixon

Founder & President, HD Money

Margaret Hixon is the founder and president of HD Money with more than 30 years of experience in the financial services industry. Guided by her Christian faith and commitment to integrity, she helps individuals and families pursue their financial goals through personalized guidance, transparent communication, and retirement planning strategies.

Gabe Kaufmann

Investment Advisor Representative

Gabe Kaufmann specializes in income planning and wealth preservation. He believes financial decisions should be based on facts, data, and a disciplined process rather than emotion. Gabe is a Registered Investment Advisor and has passed the Series 65 Securities Examination (CRD #7333424).

Frequently Asked Questions

Who should attend this retirement tax planning seminar?
Anyone who is retired or planning for retirement.

Is dinner included?
Yes, dinner is complimentary for registered guests.

What topics will be covered?
Tax planning, Social Security strategies, estate planning, wealth preservation, and retirement income planning.