Financial Workshops

When it comes to your financial future, knowledge is the critical first step. We strive to help you make informed financial decisions about the days ahead.

Upcoming Educational Events

VENUE

Back Bay Conference Center

3415 Michelson Drive
Irvine, CA 92612

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

 

If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income. As it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

Taxes In Retirement

Seating is limited, so sign up today!

No Charge to Attend!

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement

  • The changing rules for a retiring generation of baby boomers

  • How lost deductions may affect your taxes in retirement

  • Common misconceptions about taxes in retirement

  • Possible tools and strategies available to retirees to help develop a retirement tax strategy

  • A basic overview of the tax rules as they apply today

  • Strategies to help protect yourself against the taxation of your Social Security income

  • How rising taxes may affect your retirement cash flow

 

Upcoming Events in Orange County, CA

Taxes In Retirement - 6/26/2018
Tue, Jun 26
Back Bay Conference Center - Irvine, CA
Jun 26, 2018, 6:00 PM – 7:30 PM
Back Bay Conference Center - Irvine, CA, 3415 Michelson Dr, Irvine, CA 92612, USA
If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
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Taxes In Retirement - 6/25/2018
Mon, Jun 25
Back Bay Conference Center - Irvine, CA
Jun 25, 2018, 11:00 AM – 12:30 PM
Back Bay Conference Center - Irvine, CA, 3415 Michelson Dr, Irvine, CA 92612, USA
If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Share

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