REGISTER NOW!
SEATS ARE LIMITED >>>> The New Retirement Reality Workshop
Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?
Join us at the Murrieta Coworking Connection for an educational workshop covering Taxes, Investments, Income, Healthcare, and Estate Planning (including how to deal with the current market environment) on Wednesday, January 28, from 6:00 – 7:00 pm.
Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market situation. You’ll also learn about different investment types for retirement and how to potentially choose the best healthcare coverage.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits.
Sit back relax and enjoy the education. Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.
If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.
Attend This Workshop And Learn:
How to reduce or eliminate retirement taxes
Financial strategies that could increase your retirement income and last a lifetime
How to choose the best healthcare coverage
Find out if you need a will or a trust
How to structure your retirement savings so you never have to worry about running out of money
Common misconceptions about retirement and estate planning
Tools and methods available to retirees to help develop a retirement tax strategy