Educational Retirement Workshops

 909-536-1470

Educational Retirement Workshops


No Charge to Attend.
​Seating is limited, so sign up today!

West Covina Library

Topic: Taxes in Retirement - How To Reduce Taxes and Maximize Retirement Income

1601 W Covina Pkwy, West Covina, CA 91790 

Saturday, November 14  @
11:00 am - 12:30 pm

          OPEN 


LEARN HOW TO REDUCE TAXES AND MAXIMIZE YOUR RETIREMENT INCOME, SOCIAL SECURITY,
& MORE

Retirement brings many changes to your daily life. Learn from industry professionals
about how to potentially reduce your tax liability during your retirement years, lower the taxes on your Social Security benefits, maximize your social security benefits, and remove the risk of running out of money by exploring different strategies to guarantee lifetime income that you can't outlive.​

Join us at the West Covina Library for an educational workshop covering How To
Reduce Taxes and Maximize Your Retirement Income
on Saturday, November 14th, from 11:00 am –12:30 pm.

Your paycheck may have stopped, but taxes and monthly bills won’t. Utilizing
the information that you’ll learn during this workshop, you’ll be able to better position yourself to reduce how much you will pay in taxes over your retirement years. Most people believe that they will be in a lower tax bracket when they retire, unfortunately it is usually the complete opposite.

This workshop exposes the truth about how the tax system is designed to move you into higher and higher tax brackets as you get older. Developing a successful retirement tax strategy could potentially save you thousands of dollars. If you would like more information on how to potentially reduce your tax obligation, optimize your retirement income, and maximize your Social Security benefit, this workshop is for you!

Attend this workshop and learn:

  • How to minimize taxes in retirement
  • How to potentially save thousands of dollars in taxes
  • The truth about how the tax system is designed to move you into higher and higher tax brackets in your retirement years
  • How a surviving spouse could be in a higher taxes bracket in spite of a reduction in income
  • How to know if your Social Security benefits will be taxed
  • How to maximize your Social Security Benefits
  • ​How to utilize financial strategies that could increase your retirement income and last a lifetime
  • Common misconceptions about taxes and retirement planning
  • How you can 100% protect and preserve your retirement accounts from loss

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.

By registering, you agree to our Privacy Policy.

Topic: Taxes in Retirement - How To Reduce Taxes and Maximize Retirement Income

Learn the truth about the Tax Pitfalls that crush Retirees in their retirement years and how you can avoid them.

West Covina Library
1601 W. Covina Pkwy,
West Covina, CA 91790

Saturday, November 14 @
11:00 am - 12:30 pm

OPEN

No Charge to Attend.
​Seating is limited, so sign up today!

Attend this workshop and learn:

✅ How to potentially save thousands of dollars in taxes

✅ How you can maximize income by minimizing taxes

✅ The truth about how the tax system is designed to move you into higher and higher tax brackets in your retirement years

​✅ How a surviving spouse could be in a higher taxes bracket in spite of a reduction in income

✅ How to utilize life-changing strategies that could increase your retirement income and last a lifetime

✅ How you can 100% protect and preserve your retirement accounts from loss

​​✅ And more!

Retirement brings many changes to your daily life. Learn from industry professionals about how to potentially reduce your tax liability during your retirement years, lower the taxes on your Social Security benefits, maximize your social security benefits, and remove the risk of running out of money by exploring different life-changing strategies to guarantee lifetime income that you can't outlive.

Your paycheck may have stopped, but taxes and monthly bills won’t. Utilizing the information that you’ll learn during this workshop, you’ll be able to better position yourself to reduce how much you will pay in taxes over your retirement years.

Most people believe that they will be in a lower tax bracket when they retire, unfortunately it is usually the complete opposite.

This workshop exposes the truth about how the tax system is designed to move you into higher and higher tax brackets as you get older.

​Developing a successful retirement tax strategy could potentially save you thousands of dollars.

​If you would like more information on how to potentially reduce your tax obligation, optimize your retirement income, and maximize your Social Security benefit, this workshop is for you!!​

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.

By registering, you agree to our Privacy Policy.

Questions? Call us
909-536-1470
Hours
Mon-Fri 9am-5pm PST
Sat 9am-12pm PST

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