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No Charge to Attend.
Seating is limited, so sign up today!
Norman P. Murray Community Center
Topic: Taxes in Retirement
24932 Veterans Way, Mission Viejo, CA 92692

Tuesday, October 1 @ 6:30 - 8:30 pm

OPEN
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 Norman P. Murray Community Center for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Tuesday, October 1, from 6:30 - 8:30 pm.

Many aspects of your everyday life change when you retire. One of the biggest changes you are faced with involves your finances. Get professional guidance on potentially decreasing your Medicare costs, minimizing the taxation of your Social Security benefits & understanding the 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, 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 about:
  • ​How to minimize your taxes in retirement
  • ​Utilize financial vehicles that can reduce your tax burden and last a lifetime
  • ​Different approaches to help protect yourself against taxes on your Social Security income
  • ​Possible 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.
      Norman P. Murray Community Center
      Topic: Taxes in Retirement
      24932 Veterans Way, Mission Viejo, CA 92692

      Tuesday, October 1 @ 6:30 - 8:30 pm

      OPEN
      No Charge to Attend.
      Seating is limited, so sign up today!
      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 Norman P. Murray Community Center for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Tuesday, October 1, from 6:30 - 8:30 pm.

      Many aspects of your everyday life change when you retire. One of the biggest changes you are faced with involves your finances. Get professional guidance on potentially decreasing your Medicare costs, minimizing the taxation of your Social Security benefits & understanding the 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, 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 your taxes in retirement
      • Utilize financial vehicles that can reduce your taxes and last a lifetime
      • Strategies to help protect yourself against the taxation of your Social Security income
      • Possible tools and strategies available to retirees to help develop a retirement tax strategy
          Note: This presentation is strictly informational. No investments will be promoted. This event is not sponsored or supported by Pierce College.
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          323-922-4101
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          Sat-Sun 9am-12pm PT
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