Wednesday, 24. April 2019, Central Park, Retirement Educational Workshop hosted in Rancho Cucamongo, CA

from 24. April 2019 - 18:30 till 20:15

Central Park

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Event description
Understanding how retirement and tax planning can impact your Social Security and other retirement income is an essential aspect of retiring well.
You are invited to this complementary workshop to discuss retiring with confidence and  creative planning strategies. We will be discussing the following and much more.  Reserve your seat today.
Topics we will discuss:

Often missed or overlooked tax issues and the impact on retirement income.

Understanding how taxes are calculated.

Strategies to maximize Social Security.

What are tax credits, deductions and exemptions and how to use them.

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Understanding how capital gains can be incorporated into your planning.

Understanding how to use Roth IRA.

What is Required Minimum Distribution (RMD)  and how to calculate them. 

Retirement risk mitigation strategies.

The importance of Wills, Trusts, Power of Attorney


How to prepare for future medical costs.

How to reduce the "big" risks in retirement.  

Become aware of the impact laws have on your retirement income and learn to minimize the risks.

What you can do to reduce your income taxes in retirement.

Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No, there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No, there is no sales pitch, this is an educational workshop.

Retirement Educational Workshop hosted in Rancho Cucamongo, CA, Central Park event

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