You have QUESTIONS about

retirement &  investments.

We have ANSWERS.

TAX, INVESTMENT & RETIREMENT EDUCATIONAL WORKSHOPS

Let’s take the uncertainty out of the future.

FOR THOSE PREPARING FOR
OR WHO HAVE RECENTLY RETIRED

You’ll Learn:

  • Ways to make sure you won’t run out of money
  • How to determine the best time to begin receiving Social Security benefits
  • How taxes change in retirement
  • Methods to mitigate the risk of long-term care costs
  • The ABC(D)’s of Medicare plan options

“I don’t know” can hurt you in retirement.

  • Do I have enough to retire and “Stay retired”?
  • Am I going to run out of money?
  • When should I start taking income from Social Security, 62? 66? 70?
  • Should my health change, will my plan still work?
  • When and how do I turn my savings into guaranteed income?
  • How are my taxes different in retirement?
  • How do I navigate the maze of Medicare plan options?
  • How will the next market correction affect my retirement?
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LOCATION

1550 Maidu Drive, Roseville, CA 95661
(Near the corner of Douglas Blvd. & Rocky Ridge)

Choose the date & time that works best for you!

Tuesday | February 11 | 6:30 PM

Thursday | February 13 | 6:30 PM

Saturday | February 15 | 9:30 AM

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.