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Heritage Coffeehouse - Shasta Lake
Topic: Social Security, Taxes, and Market Volatility
4302 Shasta Dam Blvd, Shasta Lake, CA 96019

Tuesday, February 27 @ 1:00 - 2:30 pm

(Only a few spots left!)
Ways to 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 Pine Brook Financial at the Heritage Coffeehouse - Shasta Lake for an educational workshop covering Social Security, Taxes, and Market Volatility (including how to deal with the current market environment) on Tuesday, February 27, from 1:00 - 2:30 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 ways 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 potentially receive the highest income
  • ​​​Financial strategies that may increase your retirement income 
  • ​​​How to deal with the current market volatility and inflation
  • ​How to structure your retirement savings aimed at maximizing your retirement money
  • ​Common misconceptions about retirement planning
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy
      Note: 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.
      Heritage Coffeehouse - Shasta Lake
      Topic: Social Security, Taxes, and Market Volatility
      4302 Shasta Dam Blvd, Shasta Lake, CA 96019

      Tuesday, February 27 @ 1:00 - 2:30 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      ways to 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 Pine Brook Financial at the Heritage Coffeehouse - Shasta Lake for an educational workshop covering Social Security, Taxes, and Market Volatility (including how to deal with the current market environment) on Tuesday, February 27, from 1:00 - 2:30 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 ways 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 potentially receive the highest income
        • ​​​Financial strategies that may increase your retirement income 
        • ​​​How to deal with the current market volatility and inflation
        • ​​​How to structure your retirement savings aimed at maximizing your retirement money
        • ​​​​Common misconceptions about retirement planning
        • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy
            Note: 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.
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