Oxnard, CA | TAX Dinner | September 2025 | ARE-19263

Complimentary Dinner at Larsen's Grill in Oxnard, CA

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

MENU
Your choice of an entrée between the 6 oz. Wet Aged Filet Mignon, Chardonnay-Soaked Cedar Plank Salmon or Herb Roasted Chicken Breast.

Event Details

Larsen’s Grill
590 Town Center Dr,
Oxnard, CA 93036

Dinner Options:

– Wednesday, September 17 at 6:30 p.m.
– Monday, September 22 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

Larsen’s Grill
590 Town Center Dr
Oxnard, CA 93036

Dinner Options:

– Wednesday, September 17 at 6:30 p.m.
– Monday, September 22 at 6:30 p.m.

MENU
Your choice of an entrée between the 6 oz. Wet Aged Filet Mignon, Chardonnay-Soaked Cedar Plank Salmon or Herb Roasted Chicken Breast.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Larsen’s Grill. 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:

The impact of changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2025.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may disrupt your retirement and you may be able to avoid them.

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 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 manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income and maximize your benefits.
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 to create a customized retirement income and tax minimization strategy.

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

Meet Your Host

Daniel Carter, Investment Adviser Representative | Crescendo Financial Solutions

Founder Dan Carter’s career started onstage, sharing gigs with musicians like LeAnn Rimes and Dave Mason while writing for film, TV, and award-winning jingles. It was later, while he ran KKZZ’s “Music of Your Life” radio station, that he found his favorite audience: folks 50 and older. For 27 years since then, Dan has served this crowd as an investment advisor.

Today, he’s in the same life chapter as many of our clients, which keeps his guidance practical and human. In other words, when you meet, you talk, and Dan listens. On his weekends, he still plays in a band called The Valley Boys with his pals from junior high school.

CA State License #: #0C32681 | Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, Crescendo Financial Solutions and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

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.