How Tax Planning Changes Through Four Stages of Retirement

How Tax Planning Changes Through Four Stages of Retirement

This workshop will equip you with the knowledge to make informed decisions that will benefit your financial health during retirement.

Date and time

Saturday, June 8 · 9:30am - 12:30pm PDT

Location

Citrus Heights Community Center

6300 Fountain Square Drive Citrus Heights, CA 95621

Agenda

9:30 AM - 10:00 AM

Continental Breakfast

Citrus Heights Community Center 6300 Fountain Square Dr, Citrus Heights, CA

About this event

Join us for an enlightening session on "How Tax Planning Changes Through Four Stages of Retirement," where we'll explore the essential tax strategies tailored for each phase of your retirement. From early retirement adjustments to the considerations in your later years, this event will provide you with the insights needed to navigate the complexities of retirement taxation efficiently.

Learn how to optimize your financial resources through strategic tax planning to ensure a stable and secure retirement. Whether you're approaching retirement or already in it, this workshop is designed to equip you with the knowledge to make informed decisions that will benefit your financial health in the long term. Don't miss out on the opportunity to transform your retirement planning approach!


Frequently asked questions

Is this event only for clients?

No, the topic is how to reduce your taxes as you go through the four stages of retirement planning. You do not have to be a client to benefit from learning how to apply the info shared to your financial situation.

Is there parking available?

There is plenty of on-site parking.

Will food and drinks be available?

There will be light refreshments for both breakfast and lunch.

Who do I contact for more information?

Felicia Gopaul (949) 535-1011 at fgopaul@cspfgllc.com or Aaron Caldwell (916) 581-6888 at acaldwell@cspfgllc.com

Organized by

On Sale Jun 8 at 9:30 AM