Seminar starts in:


With each tax year, things change...
And tax laws change frequently.

Sometimes your personal finances or financial situation changes. Do you believe that income taxes could go up in the future? If so, in what ways can you keep your retirement income protected? Come join us to learn about some tax-deferred retirement income options that may be available to you.

Complimentary Seminar: “Protecting Retirement Income from Potential Income Tax Increases”

Wednesday, May 1st at 6:00pm
at Maggiano’s Little Italy
2500 N Mayfair Rd., Wauwatosa, WI 53226

Registration opens at 5:15 PM.
Please arrive by 5:45 PM to guarantee a seat.

What You’ll Learn

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they may impact your income
  • 401 (k), IRA, and other retirement accounts 
  • Do you have plans for taxes in retirement?

Tactics For a Tax-Deferred (Potentially Tax-Free) Income

  • Financial products that may provide tax-free income in certain instances
  • Insurance Vs. Investments: how the rules differ
  • Key factors in choosing a tax-deferred income strategy
  • Maximizing your retirement income

Benefits of Tax-Deferred (or Potentially Tax-Free) Retirement Strategies

  • Protecting your money while it grows
  • How to provide potentially tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and potentially tax-free liquidity to your portfolio

Why Tax-Free and Tax-Deferred Income Options Matter

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-deferred
  • Can you retire tax-free?

There is no cost to attend this complimentary educational event, but you must register.

This session is offered exclusively by Cosaint Financial

This seminar will be held on Wednesday, May 1st at 6:00pm at Maggiano’s Little Italy (2500 N Mayfair Rd., Wauwatosa, WI 53226.) Registration opens at 5:15 PM. Please arrive by 5:45 PM to guarantee a seat. We are updating information in our systems so we can continue to market accurate events to you. Fill out the form below to register or call us at (262) 686-7233.

Get informed and learn your options now. 

Germantown, WI

W177N9856 Rivercrest Drive Suite 212
Germantown, WI 53022

Elm Grove, WI

740 Pilgrim Pkwy.,
Suite 100A
Elm Grove, WI 53122

Palos Hills, IL

10125 S. Roberts Rd.
Suite 103
Palos Hills, IL 60465

Orland Park, IL

15255 S 94th Ave.
5th Floor
Orland Park, IL 60462

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.


Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Cosaint Advisors, LLC. Insurance products and services are offered through Cosaint Financial, LLC. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting McGarry P. Murray, II or Cosaint Financial, LLC, WI LIC. 2130744 / 3001748080, IL LIC. 21307144 / 3001791820, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. Investment advisory services offered through Gibbs Wealth Management a Registered Investment Advisor in the State of Wisconsin. Insurance products and services offered through Cosaint Financial, LLC. GWM and Cosaint Financial, LLC are not affiliated companies. Cosaint Financial, LLC and Cosaint Advisors, LLC are affiliated companies. There is no obligation to purchase any product.

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