Taxes Declassified
During this Virtual, Information-Packed Workshop, You Can Discover:
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.
– Tuesday, March 22 at 6:00 p.m. PDT
– Thursday, March 24 at 6:00 p.m. PDT
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Henry Hoang is a Certified Financial Planner™ and founder at Bright Wealth Advisors, a registered investment advisory firm in Irvine, California. He’s been helping families improve their financial and retirement income stability over the last 14 years.
Henry believes that consumers are best served by gaining clarity on complex topics. With his transparent approach to simplifying financial concepts, Henry is regularly quoted as having expertise in the field of financial and retirement planning by various media sources, including Forbes, CNBC, and U.S News.
Real financial planning is beyond numbers for Henry. Helping others create the freedom to choose how they spend their time and money, with confidence, brings Henry the most joy from his practice.
© 2022 Taxes Declassified | Privacy Policy
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
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Bright Wealth Advisors, LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Bright Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. Bright Wealth Advisors, LLC does not provide legal, accounting, or tax advice. Please consult your attorney or tax professional for such matters.
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.