JOIN US FOR A COMPLIMENTARY PRESENTATION

If There Were a Significant Missing Fact That Was Costing You Money, When Would You Want to Find Out?

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What You'll Learn

  • Three big misconceptions that your CPA, attorney and financial advisor may be missing that could be costing you thousands per year!!! Most investors are affected by at least 2.
  • How to determine if your financial decisions are being made with facts, logic and process or are possibly misguided by behavioral science.
  • Two important questions you should ask right now if you own bonds or bond funds.
  • How a couple can become much closer to being on the same page regarding their money and risk decisions.
  • How you can legally reduce or eliminate Social Security taxes, IRA taxation and income taxes. (Also, is your ROTH conversion strategy tax efficient?)
  • The misconceptions surrounding timing the market.
  • If your tax return contains one of these 3 items, you will most likely pay more than your necessary share of taxes.
  • How wealthy high income investors could shelter income and assets from higher tax rates and risk going forward.
  • Also learn how to minimize capital gains taxes on the sale of highly appreciated assets. If you own an annuity, learn a simple technique that can save you and your heirs thousands in taxes. Finally, learn 3 important things your trust or will does not cover that could cost you and your heirs dearly.

Featured Speakers

Margaret Hixon Founder/President

Meet Margaret Hixon, the accomplished President and founder of HD Money, with over three decades of experience in the financial industry. Grounded in her unwavering Christian faith, Margaret's mission is to provide honest, personalized financial guidance that empowers clients to achieve their goals. As a leading authority on wealth management, she ensures the highest level of transparency, communication, and service. Margaret's expertise lies in crafting tailored financial solutions and fostering strong client relationships. With innovative strategies and a dedication to excellence, she paves the way to financial success for every individual client.

Gabe Kaufmann Investment Advisor Representative

Gabe has extensive experience in income planning and wealth preservation. He has been integral in the HD process over the last several years. Gabe believes that empirical data and facts are more important than emotions and guessing when it comes to your hard-earned dollars, and that decisions should be made with a logical process that is truly in the best interest of you, the investor. Gabe is a Sarasota native and proud American. He enjoys reading, the outdoors, and spending quality time with his wife, Julia. They are actively involved with many churches and charities and are passionate about helping others. Gabe is a registered investment advisor, having passed the series 65 securities exam (CRD#: 7333424)

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This educational event is designed for individuals who are nearing retirement or already retired. There is no cost and no obligation to attend; however, reservations are required. Your reservation is not confirmed until a member of the HD Money team contacts you, as attendance is subject to qualification and advisor approval. This is an adults-only event for first-time attendees. No agents, advisors, or children, please. All guests must be pre-registered. There is nothing to buy—this event is for educational purposes only. To ensure a positive experience for everyone, we strive to create a respectful and comfortable environment during the seminar. Guests are expected to arrive on time, remain for the full presentation, and refrain from disruptive behavior, side conversations, or solicitation of other attendees. The presenter reserves the right to excuse any individual whose behavior interferes with the event. The event is intended for full-time Florida residents with a minimum of $500,000 in investable assets, excluding real estate. Seasonal residents may be eligible to attend; however, approval depends on timing requirements. Seasonal attendees must be in Florida for at least six weeks prior to their departure date. Spouses are required to attend together. Attendance is subject to advisor approval. Agents and brokers are not permitted and will be charged a fee if they attend. If you prefer a face-to-face meeting or would like to discuss your retirement questions in a private setting, you may schedule a complimentary consultation at our office. These appointments are in high demand and fill quickly, so we encourage you to call 941-925-2121 to reserve a time. Advisory services are provided by HD Money, Inc. and Vimvest Advisors, LLC. This event is not affiliated with, approved by, endorsed by, or authorized by the Social Security Administration or any other government agency. Events are not sponsored or endorsed by the restaurant. Any views, information, or opinions shared during the event are solely those of the presenter(s) and do not necessarily reflect those of the restaurant or its employees. Visit https://hdmoneyinc.com for more information.