17 Feb
Taxes In Retirement - Tustin (LIVE EVENT)

Description

Topics covered...

  • 3 types of retirement accounts to maximize cash flow
  • The 3 basic "pitfalls" of  retirement distribution
  • How to minimize taxes from your retirement income
  • How to protect your social security from taxation
  • And more...

No matter where you are in life, there are some simple, minor tweaks that can be made now to help you achieve the goal of a prosperous retirement. 

This is an education event only. There will not be anything for sale during or after the presentation.

Space is limited, reserve your seat today!

FUTURE EVENTS:

Thursday, March 3rd @ 1:30pm / Guaranteed Income - WEBINAR

Thursday, March 24th @ 6:30pm / Taxes in Retirement - LIVE EVENT @ Tustin Library

Thursday, April 7th @ 1:30pm / Thriving in Retirement - WEBINAR

Thursday, April 21st @ 6:30pm / Taxes in Retirement - LIVE EVENT @ Tustin Library

Thursday, May 12th @ 1:30pm / Longevity of Your Money - WEBINAR

Thursday, May 19th @ 6:30pm / Taxes in Retirement - LIVE EVENT @ Tustin Library

Thursday, June 9th @ 1:30pm / Thriving in Retirement - WEBINAR

Thursday, July 14th @ 1:30pm / Taxes in Retirement - WEBINAR

Thursday, August 11th @ 1:30pm / Thriving in Retirement - WEBINAR

Thursday, September 15th @ 1:30pm / Social Security - WEBINAR

Thursday, October 13th @ 1:30pm / Thriving in Retirement - WEBINAR

Thursday, November 10th @ 1:30pm / Legacy Planning - WEBINAR

Thursday, December 8th @ 1:30pm / Thriving in Retirement - WEBINAR



Date and Time

Thu, Feb 17, 2022

6:30p - 7:30p PST

Location

Tustin Library

345 E. Main St.
Tustin, CA 92780

Note

Host: Robert Sousa Presenter: Edward Schuh

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