These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.
Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.
Taxes, Long-Term Care & Social Security
Retirement Income Planning
Advisory services offered through Solera Asset Managers, a state Registered Investment Advisory firm. Insurance services are provided through Solera Insurance Agency, CA Lic. #0M62236. Solera Asset Managers & Solera Insurance Agency do not provide tax or legal advice.