You're Invited!
Mastering Retirement Taxes: Proven Strategies for Wealth Protection and Growth
We are hosting the event at Outback which is located at 1950 NW Courtyard Circle, Port St. Lucie, FL 34986. On Oct 7 and Oct 8 at 10:00am (early lunch event). Join us for a timely and informative tax minimization and retirement income planning seminar. During this event, we'll discuss:
The Importance of Tax Minimization Planning in Retirement: How a Tax strategy could help maximize your retirement income
Common Tax Risk in Retirement: Identifying challenges such as taxable income reliance, RMDs, and Social Security taxes.
Tax Diversification Strategies: Exploring the "Three Tax Buckets" to help balance taxable, tax- deffer, and tax-free accounts.
Seating is limited . This is a no-cost, no-obligation event.
Be part of the thousands who’ve attended Retire and Shine events across the country, and leave with clarity, confidence, and a plan for retirement.
Event Details
Location
Outback
1950 NW Courtyard Circle
Port St. Lucie, FL 34986
Date & Time
Tuesday October 7 at 10:00am
Wednesday October 8 at 10:00am
What's on the Menu?
A carefully curated selection of entrées to satisfy every palate.
Registration Close In:
As retirement approaches, making informed financial decisions becomes more important than ever. This exclusive event will guide you through key strategies for creating dependable income, managing taxes, and protecting your financial legacy.
Why This Event is a Must-Attend
01
Retirement Readiness
For individuals thinking ahead, preparing for early retirement, or striving to reach their goals and live the lifestyle they envision.
02
Asset Preservation
For pre-retirees or retirees who have saved well for retirement and want to ensure their assets are protected and preserved for the future.
03
Retirement Confidence
For those without a current retirement strategy or those seeking a second opinion to ensure they’ve considered all available strategies for their future.
Secure Your Financial Future
Stop stressing about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies to create a comprehensive retirement plan. We focus on the core pillars of retirement income planning to help you feel confident and prepared.
Your Presenter
Morgan Neale | Vice president
Morgan Neale is the Vice President of Financial Planning at The Terrio Group. Morgan moved to Florida in 2024 with her husband and joined The Terrio Group in 2025. During her professional career in MT, she worked with a team who managed $9 billion in assets where she was taught the value of building relationships with others to help enrich every aspect of their life.
Growing up in Montana, and being raised in agriculture and family businesses, Morgan provides a unique perspective on the compounding benefit of hard work, problem solving and versatility. By developing a relationship with her clients, Morgan creates customized plans that are tailored for their specific needs and assisting them in realizing their dreams and aspirations.
Her mission is to educate and empower clients to live the life they dream of, with peace of mind knowing their financial goals are on track. Outside of work, Morgan enjoys spending time with her husband, Alex, and their corgi, Nessie.
What is Retire and Shine?
Retire and Shine is a nationwide organization that partners with financial professionals across the U.S. to provide unbiased insights into ever-evolving tax laws and retirement strategies. We bridge the knowledge gap as retirement nears, helping individuals like you navigate the best path toward your ideal retirement.
Who is this event for?
This event is specifically designed for individuals aged 50-70 who are approaching retirement or have recently retired. To make the most of our presentations, attendees should have retirement savings between $500,000 and $5,000,000, allowing us to offer strategies tailored to your unique financial needs.
What’s on the menu?
Take your pick from a great selection of tasty entrées—we’ve got something for everyone!
© 2025 Retire and Shine
Information is for educational purposes only. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information.
Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and Optimal Wealth Strategies are affiliated companies. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. Licensed Insurance Professional.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration.
For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.