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?
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.