SPECIAL DINNER INVITATION

Hilltop Wealth Solutions Presents

CRITICAL TAX PLANNING STRATEGIES FOR RETIREMENT

Join us at Ruth’s Chris, , on Tuesday, October 26 at 6:00 p.m. or Thursday, October 28 at 6:00 p.m.

RSVP by FRIDAY, October 15 via the form below!

Any questions? Please call us at (574) 889-7526 ext. 116 
If you’re like most hardworking Americans, you don’t want to work forever, and retirement is something you’re looking forward to enjoying. Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime. We know that retirement isn’t just about your money, it’s about your life!

AT THIS EDUCATIONAL EVENT, WE WILL COVER:

*Tax Planning: Discover strategies to help reduce your taxes by setting up tax-efficient income funnels.

*Social Security: Increase your cash flow with effective filing strategies.

*RMDs: Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

*Tax Legislation: Learn how to use the SECURE Act and the CARES ACT to your advantage.

*Avoid Mistakes: Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

about your host

Hilltop Wealth Solutions is dedicated to empowering people in north-central Indiana and southwest Michigan to make the right choices for themselves to have a secure retirement. Founder Erik W. Brenner CFP® NSSA® has built Hilltop Wealth Solutions over 30 years on a foundation of trust forged through personal relationships.

Our registered investment advisors have a fiduciary obligation — and legal mandate — to act in every client’s best interest. Hilltop does not accept commissions or share revenue with the investment managers it recommends, nor does it sell investment products.

This fee-only compensation model gives our clients the peace of mind that our single objective is to help you achieve your goals. 

For more information, please contact Kara Kelly.