Maidu Community Center

Maidu Community Center is not a sponsor or affiliated with this seminar in any way.
Meeting Room 2
1550 Maidu Dr, Roseville, CA 95661

VIEW MAP & DIRECTIONS

Sign up today!

No Charge to Attend!

Maidu Community Center

Maidu Community Center is not a sponsor or affiliated with this seminar in any way.
Meeting Room 2
1550 Maidu Dr, Roseville, CA 95661

VIEW MAP & DIRECTIONS

Sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has been presented to nearly 70,000 people nationwide to assist in navigating the retirement tax maze

Join us at Maidu Community Center for an informational workshop and Insurance Sales Presentation covering Taxes In Retirement on Thursday, February 20 from 6:00-7:30 PM.

Our seminar will equip you with up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you may be better positioned to develop a retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Frequently Asked Questions

Who is presenting?

Cesar Lopez, a financial advisor. Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, our seminars are intended to be educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes in Retirement 567 speaker during or after the seminar.

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Register Now

This Workshop and Insurance Sales Presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered investment advisor. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, ND, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI & WY.. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed. Federal tax laws are complex and subject to change. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither Woodbury Financial Services, Inc., nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.

Cesar Lopez | 983 Reserve Drive, Roseville, CA 95678 | (916) 960-0101

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