Educational Events
Date: Tuesday, October 10th, 2023
Time: 10:00 AM EST
Listen to the Live Broadcast by TJ Media on October 10th at 10:00AM EST. The webinar will be broadcasted from the Mishawaka Hilltop Wealth and Tax Solutions office.
Speakers:
- Chris Shuba: Helios Quantitative Research’s Founder/CEO
- Erik Brenner CFP®, NSSA®: Hilltop Wealth and Tax Solutions Founding Partner, CEO/President
- Matthew Aurenz ChFC®, NSSA®: Hilltop Wealth and Tax Solutions Private Wealth Advisor
They will be discussing market updates, the 2023 economy, and more…
- Government Shutdown
- Market Volatility
- U.S Workforce Strikes
Fill out this form to ensure you receive a reminder to tune in and submit questions to be discussed during the broadcast.
About Helios Dedicated quantitative research team partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that improve the asset management experience. 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.Date: Tuesday, October 17th & Thursday, October 19th, 2023
Time: 6:30 PM EST
Address: Pesto’s, 3123 Calumet Ave, Valparaiso, IN
Relish in the ambiance of Pesto’s while Founding Partner, Erik Brenner presents a strategic approach to investing and how it can help you maximize your retirement income while minimizing your taxes.
What You’ll Learn:
- 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.
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.
Date: Wednesday, November 1st & Thursday, November 2nd, 2023
Time: 6:30 PM EST
Address: Bar Louie, 7320 Aspect Dr, Mishawaka, IN 46530
Eat, drink, and educate while Founding Partner, Erik Brenner presents a strategic approach to investing and how it can help you maximize your retirement income while minimizing your taxes.
What You’ll Learn:
- 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.
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.
Client Exclusive Events
Date: Thursday, October 12th & Wednesday, October 18th, 2023
Time: 4:00 PM EST
Address: 527 Park Pl Ct Suite #100, Mishawaka, IN 46545
Explore the insurance industry and the opportunity to build your insurance portfolio with our licensed Medicare specialist from Health Markets , Laura Dennison as she presents a wide variety of services focusing on Medicare.
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.Date: November 7th and 16th
Time: 4:00 PM EST
Address: 527 Park Pl Ct Suite #100, Mishawaka, IN 46545
Join Erik Brenner as he discuss’s the importance of Estate Planning and how we can help you protect the future of your assets and family with our featured Attorney-backed software: Estate Guru, tailored to your needs.
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.When: Tuesday, August 22nd at 7:00 PM EST
Where: Four Winds Stadium: United Federal Credit Union Rooftop
501 W South St,
South Bend, IN 46601
We hope you’ll join us as the South Bend Cubs challenge the Cedar Rapids at Four Winds Stadium. Game time is 7:05pm and this year’s event will be held atop the United Federal Credit Union Rooftop. Our classic ballpark buffet will include burgers, hot dogs, chips, mac ‘n cheese, cookies, and drinks.
Seating is limited so please sign up early as tickets are available on a first come basis.
Don't See An Event Near You?
What You’ll Learn:
- 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.
Featured Speaker: Erik Brenner, CFP®, NSSA®
Founder – Hilltop Wealth Solutions
There are no upcoming events currently scheduled.
Please check back for future events.
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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.
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