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Controlling Taxes in Retirement

Gain Strategies to Help Protect and Grow Your Wealth

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Thanks for requesting a seat at our event! Spots are limited and you need to be confirmed by our team before your seats are officially saved. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– McCormick & Schmick’s on Tuesday, February 17 at 6:30 p.m.

– Ruth’s Chris Steak House on Wednesday, February 18 at 6:30 p.m.

– Morton’s The Steakhouse on Thursday, February 19 at 12:30 p.m.

You will be seated upon arrival. Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Eddie Zavala
Ascend Integrated Wealth

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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.

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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.