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Upcoming Workshops
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No Charge to Attend.
Seating is limited, so sign up today!

Camarillo Library

Topic: Retirement and Estate Planning

4101 Las Posas Rd, Camarillo, CA 93010

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Wednesday, March 25 @ 11:00 am – 12:30 pm

OPEN

No Charge to Attend.
Seating is limited, so sign up today!

REGISTER

LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PROTECT YOUR ESTATE

Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?

Join us at the Camarillo Library for an educational workshop covering Retirement and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, March 25, from 11:00 am – 12:30 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks. 

Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.

Attend This Workshop And Learn:

  • How to reduce or eliminate retirement and estate taxes
  • Financial strategies that could increase your retirement income and last a lifetime
  • Different approaches to help protect your assets when they are passed on
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • ​Common misconceptions about retirement and estate planning

Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.

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