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Understand the Potential Impact Taxes have on YOUR Retirement Income!

Location:

30270 Rancho Viejo Rd, Suite D
San Juan Capistrano, CA 92675 United States

Directions

Date:

November 19

Time:

6:00 pm - 7:00 pm

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED

Understand the potential impact taxes have on your retirement income

Attend this seminar and learn about:

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

  • Ways to potentially protect yourself against volatile market conditions
  • 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

 

Seating is limited and reservations are required! Please fill out the ‘Register for this Event’ tab to to save your seats today!

We hope to see you there!

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