FREE LIVE EDUCATIONAL WEBINAR

Social Security Benefits and How to Minimize Your Taxes

Join Todd Pierce for a complimentary educational webinar designed to help you better understand Social Security, retirement taxes, and strategies that may help you make more informed retirement income decision.

Live Online Free Webinar

100% risk Free

Complimentary Registration

📅 Date: September 29, 2026, Tuesday

🕒 Time: 6:30 PM EDT

💻 Location: Live Online Webinar

Total value: ~~$297~~

Today Just $0

Complete the registration form below to reserve your seat. Your webinar access information will be sent to the email address you provide.

Social Security is often the largest source of income for most retirees.

Make sure you GET THE FACTS BEFORE YOU FILE!

All attendees can receive a complimentary Personalized Social Security Maximization Report.

Learn How the One Big Beautiful Bill Act May Affect Your Benefits

Discussion Highlights

Retirement & Taxes

Efficiently managing your taxes involves many intricate details and strategies and a clear understanding of any changes to the tax code.

To prepare and plan for the future, we would like to invite you to our workshop, Retirement & Taxes.

Will you really take money out of your IRA at a lower tax bracket than you put it in?
How IRA Required Minimum Distributions (RMDs) work and affect your tax liability.
How Social Security may be taxed.
When Medicare premiums can increase as a result of your income.
Get to know the tools that can be used for tax control.
Understanding the One Big Beautiful Bill Act, and how it really works.

Social Security Benefits

This educational workshop offers real-world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits.

This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option may be appropriate for you.

How to maximize the amount you are eligible to receive.
How to avoid the most common mistakes people make when claiming their benefits.
Optimize your assets to minimize or avoid paying taxes on your Social Security benefits.
How much income can you earn and still draw Social Security?

Course Overview

This educational course focuses on maximizing Social Security benefits and understanding the impact of taxes in retirement.

You'll learn strategies to help reduce taxes on your Social Security income, navigate Required Minimum Distributions (RMDs), and plan for potential tax law changes.

We'll also discuss how today's economic environment may affect your retirement income and provide practical insights to help you make more informed, tax-efficient decisions for your future.

Who Should Attend

This educational webinar is designed for individuals who:

Are age 55 or older
Are preparing for retirement
Are in the early stages of retirement
Want to better understand Social Security benefits
Want to learn about retirement tax planning
Want practical strategies to help make more informed retirement decisions

What You'll Receive

As a thank-you for attending, you'll have the opportunity to receive a complimentary:

Personalized Social Security Maximization Report

These educational resources are designed to help you better understand your retirement income options and potential tax considerations.

About Your Host

Founder | Pierce Strategic Wealth Management

Todd Pierce

ABOUT

For more than 25 years, our mission has been to help individuals approaching retirement make confident, informed decisions through strategic, integrated planning. We focus on protecting your wealth, preserving your lifestyle, and providing long-term financial flexibility in today's increasingly complex financial and healthcare landscape.

Todd works in association with AmeriLife, one of the nation's leading senior insurance marketing organizations. Together, they provide guidance in:

✅ Medicare Planning

✅ Long-Term Care (LTC) Solutions

✅ Life Insurance

✅ Annuities

✅ Asset Protection Strategies

✅ IRA & 401(k) Planning

✅ Retirement Income Maximization

As an Investment Adviser Representative, Todd is committed to putting your best interests first while helping you build a retirement strategy designed for confidence and peace of mind.

REGISTER TODAY

100% risk Free

Live Online Free Webinar

Complimentary Registration

📅 Date: September 29, 2026, Tuesday

🕒 Time: 6:30 PM EDT

💻 Location: Live Online Webinar

Total value: ~~$297~~

Today Just $0

Complete the registration form below to reserve your seat. Your webinar access information will be sent to the email address you provide.

DISCLOSURES

Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment adviser. BCM and Pierce Strategic Wealth Management are independent of each other.

Insurance products and services are not offered through BCM, but are offered through AmeriLife and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Insurance services are offered separately and are not fiduciary in nature. Please refer to our firm brochure, the ADV 2A item 4, for additional information.“All investments involve risk, including possible loss of principal. There is no assurance that any strategy will achieve its objectives or be suitable for all investors. Past performance is not indicative of future results.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek independent tax or legal counsel.

Examples are for illustrative purposes only and do not represent actual client results unless otherwise indicated. They should not be interpreted as a guarantee of future performance. Individual results may vary based on personal situation.

BCM, Pierce Strategic Wealth Management, and Todd Pierce are not affiliated with or endorsed by the Social Security Administration or any government agency.

No-cost or complimentary services are provided without obligation. Participants may be contacted to discuss advisory or insurance services, but there is no requirement to engage in any program.