may, 2021

This is a repeating event

19may6:30 pm7:15 pmFeaturedRetirement Income & Tax Strategies [Register Now to Learn]Begins Wednesday at 6:30pm


(Wednesday) 6:30 pm - 7:15 pm PST

Event Details

What You Will Learn:

  • How to Achieve the “Zero Tax” Bracket
  • Income Strategies for Retirement
  • (Which bucket to pull from first)
  • Social Security
  • Investment Strategies to optimize return while lowering risk
  • Case Studies


This Class is for you if…

  • You are concerned about running out of money In retirement and you need strategies that can provide predictable and reliable income streams
  • You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have
  • You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected
  • You care about being strategic with your money and making plans that are tax-efficient