Complimentary Workshop at Laguna Hills Community Center in Laguna Hills, CA

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement​

Event Details

Laguna Hills Community Center
25555 Alicia Pkwy
Laguna Hills, CA 92653

Workshop Options:

– Wednesday, November 30 at 6:30 p.m.

– Tuesday, December 6 at 6:30 p.m.

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Seating is limited. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for an enlightening presentation at Laguna Hills Community Center. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

  • What’s changing for taxes in 2023¹.
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • Powerful tax strategies that can potentially generate tax-free retirement income.
  • How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
  • How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
  • And much more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How you may be able to create a customized retirement income & tax minimization strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Meet Your Host

Rola Hajeb
Director of Operations | Southern California Chapter of The FEP
With a deep interest in all things financial, Rola was inspired to join the financial industry back in 1997. Trustworthy and empathetic, she is focused and committed to helping her clients achieve their goals through reliable and comprehensive plans.

Ethical in her practices and processes, Rola is driven to constantly improve. Founding Emerald Blue Advisors was her way of helping individuals and families preserve, protect and grow their wealth.

Rola was awarded American Express’ Mercury Award in 1998 and is a six-time recipient of the Award of Excellence from the Woman’s Mentoring Agent Network (WOMAN). She has also received a multitude of other awards from various organizations. She graduated with a Bachelor of Science in Medical Technology from the University of Utah and earned her Master of Business Administration from Westminster College.

Outside of the office, Rola enjoys being outdoors hiking, as well as spending quality time with family and friends.
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© 2022 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional, CA #0C25355.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.