Hilltop Wealth and Tax Solutions offers a wide variety of events to educate you on options that may be best for your individual circumstances. These events are best suited for potential clients new to Hilltop. There are also client focused outings where invited guests are always welcome!
COMPLIMENTARY DINNER EVENT
When: Thursday June 1st or Tuesday June 6th at 6:30 PM
Where: Ruth’s Chris Steak House
902 N. University Dr,
Granger, IN 46530
There have been two major retirement legislations passed in the last 3 years: SECURE ACT and SECURE ACT 2.0. These could affect your retirement negatively. To avoid adverse consequences and not pay more than necessary, those looking to retire in the next few years need to thoroughly understand how retirement income is — and could be — taxed.
During this informative event, Hilltop Wealth & Tax Solutions’ CEO Erik Brenner, CFP®, NSSA® will discuss:
- How the SECURE ACT could impact your bottom line and retirement nest egg.
- How you and your family can reduce your taxes through the new laws.
- How to boost Social Security benefits and find hidden cash in the most misunderstood retirement asset.
- How to increase your interest earnings while safeguarding your investments from volatile market conditions.
- How to avoid the most common retirement income plan errors that can cost you thousands of dollars.
Featured Speaker
Erik Brenner CFP® NSSA®
Founder – Hilltop Wealth Solutions
Hilltop Wealth & Tax Solutions is dedicated to empowering people to make the right choices for themselves for a secure retirement. Founder Erik Brenner CFP®, NSSA® has built Hilltop for 30 years on a foundation of trust forged through personal relationships.
Hilltop’s registered investment advisors have a fiduciary obligation — and legal mandate — to act in every client’s best interest. Therefore, Hilltop does not accept commissions or share revenue with the investment managers it recommends. This fee-only compensation model gives clients the peace of mind that our single objective is to help them achieve their goals.
There are no upcoming events currently scheduled.
Please check back for future events.
Can't Attend an Event or Seminar
NEW TO HILLTOP?
Interested in learning more about your retirement needs?
There is much to consider when planning for retirement. When to begin drawing social security. When and how much should you withdraw from your retirement accounts? Will the SECURE ACT affect your retirement? Is your portfolio invested properly? Are you really taking advantage of the tax strategies that are available to you?
We have designed these seminars to educate you on options that may be best for your individual circumstances. Best suited for potential clients new to Hilltop, current clients are always welcome. We just ask that you bring guests with you — maybe a friend, family member, or coworker — who is interested in what we have to share.
Start the conversation
With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.
