Complimentary Dinner at Mimi's Bistro + Bakery in Rancho Cucamonga, CA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Mimi’s Bistro + Bakery
10909 E Foothill Blvd
Rancho Cucamonga, CA 91730

Dinner Options:

– Wednesday, December 7 at 6:00 p.m.

– Thursday, December 8 at 6:00 p.m.

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Enjoy an entrée of your choice featuring Grilled Atlantic Salmon with Mashed Potatoes & Broccoli, Spinach & Quinoa Salad tossed in a Raspberry Vinaigrette, or Jambalaya Pasta with Shrimp, Chicken, and Andouille Sausage.

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Mimi’s Bistro + Bakery. 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:

  • Strategies to help protect your assets from rising taxes and inflation now regardless of any new future tax laws or administration. 
  • Understand other common risks and mistakes on your retirement plans that are often over-looked and how you may be able to avoid them.

Also learn how to:

  • Take control of your IRA with strategies that potentially eliminate risk, and fees with little to no risk on your retirement income.
  • Convert your tax-deferred retirement account into a tax-free account before the end of 2022.
  • Have R.E.A.L. diversification and protect your principal balance from the COVID-19 aftermath.
  • Strategies for having a potentially tax-free retirement where you don’t pay taxes on the gain.
  • Options to roll over or transfer your IRA or 401(k) and qualify for a Safe Retirement Account that offers long-term care benefits.
  • Create college funding strategies that do not hinder your children or grandchildren from qualifying for much needed programs.
  • And 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!

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Hours
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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 manage your tax exposure and help increase your retirement income.
  • Strategies to help plan for the next recession and how to protect your assets from potential losses.
  • Strategies on how to move your money from your previous employer if you have been recently laid off or have recently retired.
  • Potential tax problems that may be caused by owning IRA’s or other tax-deferred accounts.
  • How to create a customized retirement income & tax minimization strategy.

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

Yes, I Want To Attend

Featured Presenter

Matthew J. Ponder | President at Life Course Financial, Inc.

Matthew J. Ponder is the President of Life Course Financial, Inc. and is a second generation financial professional and has been in the Financial Services industry for 10 years. He draws from his rich background from a family that has been in business for over 46 years. From this experience, wisdom, and resourcefulness you will appreciate his approach, values, straightforwardness, honesty, and direct communication.

He grew up in ministry while simultaneously being raised in entrepreneurship. He went from Veterinarian studies to, earning a BS Degree in Fashion Marketing and Management and after 3 years of interning at his family’s financial firm, decided that he wanted to make a career to helping other families experience true financial freedom.

Matthew, branched out from the family firm to continue to be a consumer advocate, on the often overlooked retirement income strategies, problems, and tax minimization strategies that other financial professionals may not practice or discuss.

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

²https://www.ssa.gov/cola/

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

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.