How to Prepare Yourself For a Potential Tax Storm

  • Avoid Future Tax Volatility

    Learn how increased taxes can impact your benefit such as FRS DROP, 403b/457 Deferred Comp, IRAs, Pension. Plus, learn how planning today can potentially save you in the future.

  • Diversify Your Assets From a Tax Perspective

    From ROTH conversions to other tax-free strategies, uncover ways to potentially minimize tax risk.

  • Take Advantage of Lower Tax Brackets
    The Tax Cuts and Jobs Act is expiring at the end of 2025, how will that impact you in your retirement years? 

    Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as well as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. 

    Securities and Advisory services offered through GWN Securities, Inc. a Registered Investment Advisor. 11440 N Jog Road, Palm Beach Gardens, FL 33418. Ph. 561‐472‐2700. Member FINRA, SIPC. Voyage Retirement Solutions, LLC, Security Benefit Inc., NEA Member Benefits, and GWN Securities, Inc. are not affiliated. Tax solutions or planning provided by Voyage Retirement Solutions should not be considered as tax advice from GWN Securities, Inc. or it’s representatives. Please consult your tax professional.​​​​​​​ The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.

  • Daniel Rey

    Webinar Host

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