Complimentary Webinar for Texas
Baby Boomers & Seniors
Sign up today! No charge to attend.
Surviving Market Volatility & Optimizing Your Tax Strategy
Reserve Your Spot!
Reserve Your Spot!
HURRY! VIRTUAL SEATS ARE LIMITED.
If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:
Key steps you may be able to take to defend your retirement from unnecessary taxes.
Powerful tax strategies that can help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
How you may be able to protect your retirement from market volatility.
When to take Social Security, how it is taxed and how to avoid potential tax traps.
How to help ensure you won't OUTLIVE your money in retirement.
3 of the biggest tax mistakes Baby Boomers make.
Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
And so much MORE!
This workshop combines three empowering elements & takeaways:
Actionable Next Steps
An opportunity to receive a plan for retirement income that can help you reduce your tax exposure and keep more of your hard-earned money.
All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan and a free tax strategy review!
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Registration Closes In
Webinar Dates & Times
- Tuesday, February 9th at 12:00 p.m. CST
- Wednesday, February 10th at 12:00 p.m. CST
About Your Host
Matthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame.
He has been featured on the ABC Dallas morning show discussing his Amazon book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers game. He is married to his wife, Erica, and they have two sons, Jaden and Jensen.
Matthew Gallagher, CFP®Founder | Prosperity Wealth Management
Advisory Services offered through Change Path, LLC an Investment Advisor. Prosperity Wealth Management, LLC and Change Path, LLC are not affiliated.
Any references to 'Lifetime Income,' 'Income You Can't Outlive,' or the like refer only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.