Shiloh Community Center

Community Center

7 Park Drive, Shiloh, IL 62269

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Space is limited, so sign up today!
No Charge to Attend!

Attend this seminar and learn about:

  • Harnessing the power of WHEN you pay taxes and why it may be important

  • Income that isn't taxable in the eyes of the IRS

  • The changing rules for a retiring generation of baby boomers

  • The one thing that I think really matters when it comes to taxes

  • Common misconceptions about taxes in retirement

  • Possible tools and strategies available to retirees to help develop a retirement tax strategy

  • Strategies to help protect yourself against the taxation of your Social Security income

  • How rising taxes may affect your retirement cash flow

THE 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 new changes) may 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.

Join us at the Shiloh Community Center covering Taxes and the Power of When on May 24 from 6:30 PM - 8:00 PM. Presented by Brian Wolfe, an Investment Advisor Representative of Gradient Advisors, LLC.

The seminar will provide you with information regarding retirement taxation, including potential ways to improve tax efficiency when taking from 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 the seminar, you may be better positioned to develop a successful retirement tax strategy that can potentially protect you from over-taxation - all with the goal of saving you money.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, 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 the seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the seminars 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 Taxes In Retirement 567 speaker during or after the seminar.

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 Professional 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 Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Financial professionals 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. The information provided is not legal or tax advice.  You should consult the appropriate professional for legal or tax advice. 

Brian Wolfe offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. 

Independent Living Financial is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Brian Wolfe, independent agent. 

Brian Wolfe, Independent Living Financial, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency or Retirement 567.
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