Taxes Declassified
*This event is not sponsored by or affiliated with the Borel Estate Company.
Event Details
Borel Estate Building
1700 S El Camino Real
San Mateo, CA 94402
Event Options:
– Thursday, May 15 at 6:00 p.m.
– Saturday, May 17 at 10:00 a.m.
– Tuesday, May 20 at 1:00 p.m.
Seating is limited. There is no charge to attend!
Event Details
Borel Estate Building
1700 S El Camino Real
San Mateo, CA 94402
Event Options:
– Thursday, May 15 at 6:00 p.m. – Saturday, May 17 at 10:00 a.m. – Tuesday, May 20 at 1:00 p.m.
Seating is limited. There is no charge to attend!
Learn how to avoid costly Medicare mistakes and just get the facts about your choices. You and a guest are invited to attend one of our many informational events, as Medicare can be complex and intimidating. Getting simple, straightforward and impartial information is important.
Some of the questions and information we will cover include:
MEDICARE:
SOCIAL SECURITY:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable financial professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Jamie co-founded Heritage Financial North and has been in the financial industry since 2004.
She was born in Chile and as the daughter of aging immigrant parents. She has experienced firsthand the detriment of having parents who did not plan for their retirement and the financial pressure it creates for the adult children. Her own personal experience is why she is so committed to assisting families put their retirement, Medicare, long-term care, financial and estate plan in place BEFORE it is needed.
For more than a decade Jamie has assisted clients when it comes to navigating the complex world of several government benefits. As a Licensed Insurance Agent and broker, she offers independent and unbiased guidance through informational workshops and one on one guidance. Jamie is certified with all of the insurance carriers for Medicare Supplement, Medicare Advantage and Prescription Drug plans for the state of California.
She has a great passion for helping to establish protection and stability for her clients in these challenging times. She is very compassionate to the difficulties of aging without knowing how you will be able to retire with confidence.
As a member of the “sandwich generation” she truly understands what it is like to juggle work, marriage, plan for retirement all the while raising children AND financially assisting her parents who are both suffering with Dementia. Her compassion translates into the relationship with her clients and treats them like an extension of her own family.
© 2025 Taxes Declassified | Privacy Policy
Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.