Hosted by Hilltop, a series of complimentary events & educational workshops are offered to our community throughout the year.
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!
A Tax Storm is Coming Are you Prepared?

October 11th or 13th, 2022 6:30 PM
Pesto’s: 3123 Calumet Avenue
Valparaiso, IN 46383

Although tax proposals to fund new government investments are far from finalized, they could significantly impact soon-to-be retirees if enacted. In addition, lawmakers recommend changes take effect immediately. Therefore, 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 New Tax Reform Bill 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.


Can't Attend an Event or Seminar

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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.


July 2022

Erik Brenner, CEO, and Matt Aurenz, Private Wealth Advisor are joined by special guest, Joe Mallen, Chief Investment Officer of Helios Quantitative Research.

Volatility is rattling markets, with concerns about inflation, interest rates and economic growth. In this informative session, they will give an insightful snapshot of the current state of the investment environment, and their thoughts on the outlook.

They also discuss how cutting-edge data from Helios, coupled with Hilltop advisers’ knowledge about your personal needs ensures your assets are optimally invested.

If you have a friend, family member or colleague that may be interested in this information please forward the video links to them.

CLICK HERE to subscribe to our YouTube channel and watch all of our latest videos!

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A Strategic approach to investing can help you maximize your retirement income while minimizing your taxes.

With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.

Schedule a 30 minute call with Hilltop Today!