Smart Strategies for Efficient Tax Planning
Be intentional with your savings
Presented by: Mike Garcia, AAMS®
Financial Planner
Business Owner for over 25 years, Business of the Year Award Winner,
Husband, Father, Community Volunteer, Rotary Club Member
Free Educational Seminar
Sign Up Today and Make A Difference for Tomorrow
Impact your future with insight and knowledge. Join our complimentary educational seminar tailored for retirees and those nearing retirement, led by seasoned financial planners. Whether you're refining your financial strategy or just starting to explore your retirement options, this seminar offers valuable tools and information to help you navigate your golden years with confidence and plan for better tax strategies. Enroll now to help take the first step towards a successful and prosperous tomorrow.
Schedule
Seminar
Check-in starts at 10:30
Light beverages and snacks provided
Come prepared to learn and have fun while exploring your next steps.
Date: July 16th
Time: 11AM - 1:00PM
Location: Seven Oaks Clubhouse
2910 Sports Core Cir
Wesley Chapel, 33544
"Begin with the end in mind"
Stephen R. Covey, Ph.D.
7 Habits of Highly Effective People, 1989
What's Important About Retirement to You
Our seminar aims to impart the profound benefits of delayed gratification, as illustrated by Walter Mischel’s iconic marshmallow study. The marshmallow study tested children's ability to delay gratification by offering them a choice: eat one marshmallow immediately or wait 15 minutes to receive two. We explore how applying this principle to financial planning—by prioritizing savings and investments over immediate expenditures—can significantly reduce debt and contribute to a better and more fulfilling retirement.
We'll provide actionable insights and strategies to help you manage your finances, emphasizing the power of foresight in achieving financial independence and well-being. Join us to transform your financial future through intentional planning and informed decision-making.
Totally Free, built for you.
Come together! Bring your spouse.
This complimentary event is intended to help you plan for your future.
What You'll Learn!
A comprehensive roadmap to a customized financial plan built for your family.
Current Financial Diagnosis
Tax Cuts and Jobs Act Provision Sunsets in 2026
How loss deductions may affect your taxes in retirement.
Investment Tax Strategy
Common misconceptions about taxes in retirement.
The current tax rules and what they mean for you.
Register today because your future matters.
Hear From Those Who Have Been Impacted
This event could change your future!
Hear from Andrew!
Hear from Peggy!
Hear from Frank and Vicky!
Join Us
Limited Spots Available
A people-first philosophy has always been at the core of Mike's entrepreneurial journey, inspiring his unwavering commitment to helping those in need. We'd love for you to join our free seminar and we're really looking forward to helping you and your family grow financially.
Disclosure:
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneFlorida Financial Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investing involves risk which includes potential loss of principal. Neither OneAmerica Securities, OneFlorida Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
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