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Hotel Casa 425
Topic: Taxes in Retirement
425 W 1st St, Claremont, CA 91711

Thursday, May 9 @ 11:00 am - 12:30 pm

(Only a few spots left!)
Realize the potential impact taxes have on your retirement income
The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income? 

Join us at the Hotel Casa 425 for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, May 9, from 11:00 am - 12:30 pm. (Only a few spots left)

Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.

Your paycheck may have stopped, but taxes won't. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
Attend this workshop and learn:
  • ​How to minimize taxes in retirement
  • ​Utilize financial vehicles that can reduce your tax burden and last a lifetime
  • ​Different approaches to help protect you against taxes on your Social Security income
  • ​Tools and methods available to retirees to help develop a retirement tax strategy
  • ​Common misconceptions about taxes in retirement
      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.
      Hotel Casa 425
      Topic: Taxes in Retirement
      425 W 1st St, Claremont, CA 91711

      Thursday, May 9 @ 11:00 am - 12:30 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Realize the potential impact taxes have on your retirement income
      The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

      Join us at the Hotel Casa 425 for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Thursday, May 9, from 11:00 am - 12:30 pm. (Only a few spots left)

      Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.

      Your paycheck may have stopped, but taxes won't. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

      If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
      Attend this workshop and learn:
      • ​How to minimize taxes in retirement
      • Utilize financial vehicles that can reduce your tax burden and last a lifetime
      • Different approaches to help protect you against taxes on your Social Security income
      • Tools and methods available to retirees to help develop a retirement tax strategy
      • ​Common misconceptions about taxes in retirement
          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.
          Questions? Call us
          323-776-1900
          Hours
          Mon-Fri 9am-6pm PT
          Sat-Sun 9am-12pm PT
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