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323-776-1900
323-776-1900            Menu
No Charge to Attend.
Seating is limited, so sign up today!
Evergreen Valley College
Topic: Taxes, Social Security & Market Volatility
3095 Yerba Buena Rd, San Jose, CA 95135

Wednesday, May 1 @ 6:00 - 7:30 pm

(Only a few spots left!)
maximize your Social security income and take advantage of the current market environment
Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at Evergreen Valley College in the Language Arts Center SC-125 for an educational workshop covering Taxes, Social Security & Market Volatility (including how to deal with the current market environment) on Wednesday, May 1, from 6:00 - 7:30 pm. (Only a few spots left)

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and how to position yourself for better returns with the current market volatility and inflation.

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.
Attend this workshop and learn:
  • ​When to claim your social security benefits to receive the highest income
  • ​​Financial strategies that could increase your retirement income and last a lifetime
  • ​​How to deal with the current market volatility and inflation
  • ​​How to structure your retirement savings so you never have to worry about running out of money
  • ​​​Common misconceptions about retirement planning
  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy
      Note: Advisory and Insurance services are offered through Heckman Financial & Insurance Services Inc, an Investment Advisor in the State of CA. Heckman Financial & Insurance. Services Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. CA Insurance Lic #0E89971.
      This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
      By registering, you agree to our Privacy Policy.
      Evergreen Valley College
      Topic: Taxes, Social Security & Market Volatility
      3095 Yerba Buena Rd, San Jose, CA 95135

      Wednesday, May 1 @ 6:00 - 7:30 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Maximize Your Social Security Income And Take Advantage Of The Current Market Environment
      Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

      Join us at Evergreen Valley College in the Language Arts Center SC-125 for an educational workshop covering Taxes, Social Security & Market Volatility (including how to deal with the current market environment) on Wednesday, May 1, from 6:00 - 7:30 pm. (Only a few spots left)

      Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and how to position yourself for better returns with the current market volatility and inflation.

      It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

      If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.
      Attend this workshop and learn:
      • ​​​When to claim your social security benefits to receive the highest income
      • ​​​Financial strategies that could increase your retirement income and last a lifetime​​
      • ​​​How to deal with the current market volatility and inflation
      • ​​​​How to structure your retirement savings so you never have to worry about running out of money
      • ​​​​Common misconceptions about retirement planning
      • ​Tools and methods available to retirees to help develop a retirement tax strategy
          Note: Advisory and Insurance services are offered through Heckman Financial & Insurance Services Inc, an Investment Advisor in the State of CA. Heckman Financial & Insurance. Services Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. CA Insurance Lic #0E89971.
          This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
          Questions? Call us
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          Sat-Sun 9am-12pm PT
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