RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this Exclusive Workshop.
There is no cost to attend the workshop, but you must register.
This Educational Workshop is designed for individuals and couples nearing retirement or already retired who want a better understanding of how taxes, social security, and investments influence long-term financial security during retirement.
Classes are from 6:30 PM to 7:30 PM
Learn How to Retire with Confidence!
Join Us For A Complimentary Taxes in Retirement Workshop On How To Plan Your Retirement Using Proven Strategies.
About the Workshop
Taxes in Retirement is an educational workshop for individuals and couples approaching or entering retirement who want a clearer understanding of how these pieces work together. The focus is on making informed decisions that support long-term income, tax efficiency, and financial stability.
TAXES IN RETIREMENT SYLLABUS
I. Managing Financial Pressures
Market volatility, inflation, and changing tax rules growth and protection while adapting to market changes. You will gain insight into how different financial strategies and advisory approaches impact long-term outcomes, helping reduce the risk of running out of money.
II. Designing Reliable Retirement Income
This workshop explains how Social Security claiming decisions affect lifetime income and taxes. We also discuss how pensions and other income sources fit into an overall retirement strategy. You will learn how to approach withdrawals from different account types in a way that can help reduce unnecessary taxes and improve cash flow throughout retirement.
III. Planning for the What-Ifs
Retirement planning must account for unexpected events. Topics include healthcare cost planning, Medicare enrollment basics, and long-term care considerations. We also cover core estate and legacy planning concepts, including how assets may be transferred in a more tax-efficient manner.
IV. Why This Matters Now
Economic uncertainty and evolving tax laws make retirement decisions more impactful than ever. Relying on outdated assumptions can lead to missed opportunities or unnecessary risk. Taking a proactive, coordinated approach can help create greater confidence and flexibility over time.
Learn How to Retire with Confidence!
Join Us For A Complimentary Taxes in Retirement Workshop On How To Plan Your Retirement Using Proven Strategies.
About the Workshop
Taxes in Retirement is an educational workshop for individuals and couples approaching or entering retirement who want a clearer understanding of how these pieces work together. The focus is on making informed decisions that support long-term income, tax efficiency, and financial stability.
RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this Exclusive Workshop.
There is no cost to attend the workshop, but you must register.
This Educational Workshop is designed for individuals and couples nearing retirement or already retired who want a better understanding of how taxes, social security, and investments influence long-term financial security during retirement.
Classes are from 6:30 PM to 7:30 PM
TAXES IN RETIREMENT SYLLABUS
I. Managing Financial Pressures
Market volatility, inflation, and changing tax rules growth and protection while adapting to market changes. You will gain insight into how different financial strategies and advisory approaches impact long-term outcomes, helping reduce the risk of running out of money.
II. Designing Reliable Retirement Income
This workshop explains how Social Security claiming decisions affect lifetime income and taxes. We also discuss how pensions and other income sources fit into an overall retirement strategy. You will learn how to approach withdrawals from different account types in a way that can help reduce unnecessary taxes and improve cash flow throughout retirement.
III. Planning for the What-Ifs
Retirement planning must account for unexpected events. Topics include healthcare cost planning, Medicare enrollment basics, and long-term care considerations. We also cover core estate and legacy planning concepts, including how assets may be transferred in a more tax-efficient manner.
IV. Why This Matters Now
Economic uncertainty and evolving tax laws make retirement decisions more impactful than ever. Relying on outdated assumptions can lead to missed opportunities or unnecessary risk. Taking a proactive, coordinated approach can help create greater confidence and flexibility over time.
Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301
Phone : 805-551-1953
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Investment advisory services offered through Kelly Wealth Management, a SEC-registered investment advisor. Investments involve the risk of loss. Please consult a qualified financial advisor, tax, accounting, or legal professional prior to investing.