RESERVE YOUR SEAT
We Are Pleased To Invite You to this In-Person Educational Workshop
for Pre Retirees and Retirees.
Enjoy Dessert & Learn how to Build a Plan for Turning Retirement Savings into Tax-Efficient Retirement Income
The Workshop is Held At:
Tuesday, September 29th
Mimis Cafe
25343 Crenshaw Blvd, Torrance, CA 90505
From 6:00 PM to 7:00 PM
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Claim Every Dollar That is Rightfully Yours!
Join Us For A Complimentary Social Security 101 Course
About the Course
Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits. This class is designed to give you a concise version of everything you need to know about Social Security in retirement including ways to:
• Choose the right filing time to minimize taxes and maximize benefits.
• Create a stable income stream and prepare for market volatility, inflation, and taxes.
• Understand options for married partners that can affect benefits for you as a couple and later for the surviving spouse.
Everyone who attends is eligible to receive a complimentary, no-obligation Social Security Analysis from one of our financial advisors.
Who should attend?
• If you are nearing retirement, but have not filed for social security benefits yet, this class is for you!
• If you are receiving Social Security benefits now, this is a good refresher course.
Your instructor is a Certified Social Security Consultant
Your instructor has earned a NSSA® (National Social Security Administration) Certificate. This certification provides continuing education, ongoing support, and knowledge of NSSA® standards of excellence.
Claim & Keep Every Dollar That is Rightfully Yours!
Join Us For A Complimentary Educational Workshop
About the Workshop
Most pre-retirees and retirees don't get blindsided by the market first. They get blindsided by taxes, Medicare surcharges, and poor withdrawal timing affecting their income in retirement.
This workshop tells where the traps are and how to plan around it before its too late, including answering all questions like:
• Learn how save every dollar that is rightfully yours using proven strategies.
• Learn how Market volatility, inflation, and changing tax rules can impact your savings
• See why Roth conversion timing matters and how the wrong year can trigger unnecessary Medicare costs.
• Learn which income sources increase IRMAA and which strategies create more flexibility in retirement.
• Understand how strategic planning before RMD years can help lower future tax layering and improve cash flow
Everyone who attends will learn hidden tax and Social Security strategies, as well as RMD rules that can help you better control your income.
Who should attend?
Retirees & Pre-retirees that want to plan their retirement
If Market volatility, inflation, and changing tax rules are a concern
Retirees with IRAs, 401(k)s, pensions, or brokerage accounts
Households thinking about Roth conversions but worried about taxes
People who want more control over net retirement income
Your Instructor is a Certified Tax Advisor
Presented by Angelica Roxas, CTA
Your income strategy in retirement decides what you keep, what you lose to taxes, and what you pay for Medicare.
Most advisors focus on building assets. Angelica focuses on what happens when you start taking income and how those decisions affect taxes and Medicare.
Your income strategy in retirement decides what you keep, what you lose to taxes, and what you pay for Medicare.
Featured Guest Speaker: Independent Agent sharing how Medicare works and how to choose the right coverage.
RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this In-Person Educational Workshop for Pre-Retirees and Retirees.
Enjoy Dessert & Learn how to Build a Plan for Turning Retirement Savings into Tax-Efficient Retirement Income
The Workshop is Held At:
Tuesday, September 29th
Mimi's Cafe
25343 Crenshaw Blvd, Torrance, CA 90505
From 6:00 PM to 7:00 PM
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RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this Exclusive Course.
Classes Are Held At:
April 9th or 15th
Union Scenic Library
251 Union Plaza Drive, Union, MO 63084
Classes are from 6:00 PM to 7:00 PM
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Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301