Haynie Wealth Seminar

Retire with Confidence: Tax Strategies for a Secure Future

Join us on April 27, 2023, at Haynie & Company’s SLC office for expert guidance to help you plan appropriately for retirement. You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings.  Topics include Social Security Benefits, Medicare Planning, Tax-efficient Investing, Charitable Giving, and more. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.


The seminar is free of charge, but spaces are limited, so we encourage you to register as soon as possible to secure your spot. 

Register by April 24, 2023

Common Questions our Experts will Address:

  • What age should I begin Social Security benefits?
  • How can I minimize taxes on my Social Security benefits?
  • What should I know before applying for Medicare benefits?
  • How can I tax-efficiently donate to Charity (including tithing)?
  • Do I need a Will and a Trust in my Estate Plan?
  • Have I saved enough to Retire?  Can I Retire early?
  • How much should I contribute to my Retirement account?
  • What can I do to save on taxes during Retirement?
  • How should my money be Invested now and during retirement?
  • Should I be concerned about High Inflation and Market Volatility?

Questions? Contact Advisors@HaynieWealth.com


Advisory services are offered by Haynie Wealth Management. Haynie Wealth Management is an Independent Registered Investment Advisor.